At BHA, we act as discretionary asset managers. We are a registered investment advisor. Clients are assigned a portfolio manager who reviews the specific investment objectives, the financial needs of the client and the family, and then implements an investment strategy. A committee of investment experts meet weekly to discuss the firm's stock selections.

Clients pay annual fees based on assets under management.

Investing in hedge funds is about people, values, and experience. Successful portfolio managers, who have guided investment decision-making through numerous market cycles, lead our hedge fund, Beech Hill Partners, LP (BHP). Investment in BHP is for accredited investors and by invitation only.

BHA executes brokerage through our affiliate, Beech Hill Securities, Inc., a registered Broker Dealer.

While we do offer institutional brokerage services, private client brokerage transactions are not deeply discounted.

We offer comprehensive, annual financial planning to all our clients and prospective clients. We also work closely with our clients' accountants and attorneys and manage accounts with an eye to tax efficiency and estate-planning needs.

We work with the some of the finest business managers, family office managers/consultants and accountants as well as corporate, tax, and trust and estate attorneys nationwide and are able to make referrals to our clients.