Independent.
Fiduciary.
Intentionally Different.
A Different Advisory Model
Most investment advice is tied to opaque corporate agendas, commission-based products, and layers of impersonal opinions. As a result, clients often feel like just another number.
This practice is intentionally different.
I provide independent, fiduciary portfolio guidance—though a capacity-limited, single-advisor practice—for investors who want clear judgment, disciplined risk management, and thoughtful decision-making.
Serving organizations (wealth managers, mutual funds, hedge funds, non-profits) and individual investors.
Investment Solutions
Insights & Opportunities
I write about economic trends and investment opportunities to help inform your portfolio decisions and mine. Market opportunities can move fast, and if you don’t stop and look around once in a while—you could miss them. Sign up to receive future opportunities, or view recent opportunities, here:
Fiduciary Investment Consulting
This service is for investment organizations and individuals seeking portfolio guidance and second opinions as they manage their own investments. It is designed to provide clarity when managing complexity.
This service is not designed for short-term trading, market timing, or unlimited on-demand access. Learn more about this service here:
Managed Investment Accounts
This service is for investors seeking a dedicated portfolio manager to implement customized strategies on their behalf. Clients delegate ongoing portfolio management and discretionary trading authority to a fiduciary investment manager. This service is provided through wholly owned boutique RIA, herricklake.com
About
The reason we invest is to more fully pursue the causes that are important to us. I have been helping investment organizations (pension funds, mutual funds, wealth managers, non-profits, hedge funds) and individual investors, fulfill their missions for more than 20 years.
Mark D. Hines ← about.