Registered investment advisor focusing on alternative investment management and wealth advisory services, HFM Investment Advisors LLC provides portfolio management, institutional consulting and fiduciary solutions to family offices, RIAs and institutional clients. The firm positions itself on disciplined asset allocation across equities, fixed income and hedge strategies, emphasizing risk-adjusted returns and multi-asset diversification. Capital focus includes SMA, advisory and wrap-fee models; competitive differentiation derives from customized client servicing, compliance infrastructure and performance reporting for accredited and institutional investors.
Registered investment advisor focusing on alternative investment management and wealth advisory services, HFM Investment Advisors LLC provides portfolio management, institutional consulting and fiduciary solutions to family offices, RIAs and institutional clients. The firm positions itself on disciplined asset allocation across equities, fixed income and hedge strategies, emphasizing risk-adjusted returns and multi-asset diversification. Capital focus includes SMA, advisory and wrap-fee models; competitive differentiation derives from customized client servicing, compliance infrastructure and performance reporting for accredited and institutional investors.
Targets risk-adjusted, multi-asset portfolios using disciplined asset allocation and active risk management across equities, fixed income and hedge strategies. Emphasizes customized separate managed accounts and advisory/wrap-fee structures for family offices and institutions, blending tactical tilts with strategic core holdings. Underwriting favors liquid, scalable strategies with clear downside controls and stress-tested allocations. Capital deployment balances growth and income, prioritizes diversification, compliance-driven reporting, and long-term preservation with opportunistic alpha generation.
Targets risk-adjusted, multi-asset portfolios using disciplined asset allocation and active risk management across equities, fixed income and hedge strategies. Emphasizes customized separate managed accounts and advisory/wrap-fee structures for family offices and institutions, blending tactical tilts with strategic core holdings. Underwriting favors liquid, scalable strategies with clear downside controls and stress-tested allocations. Capital deployment balances growth and income, prioritizes diversification, compliance-driven reporting, and long-term preservation with opportunistic alpha generation.
| Trades 4358 | Longs Won 2440/4358 55% | Profit Factor 35.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $573,169.85 |
| Average Win $29,405.56 | Best Trade (Aug 14) $33.76M | Sharpe Ratio -9.62 |
| Average Loss -$1,050.29 | Worst Trade (Sep 16) -$743,546.08 | Z-Score 12.75 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 2d | Expectancy $16,001.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.22% | 5.58% |
| Consecutive Losing Trades | 250,000 | 225,000 | 200,000 | 175,000 | 150,000 | 125,000 | 100,000 | 75,000 | 50,000 | 25,000 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
A Agilent Technologies Inc. | 7 | $844.57 | $1,091.4 | - | $246.83 | 29.23% | -0.272% |
AA Alcoa Corporation | 20 | $744.87 | $897 | - | $152.13 | 20.42% | -4.514% |
AAL American Airlines Group Inc. | 21 | $235.5 | $272.89 | - | $37.39 | 15.88% | +0.425% |
AAON Aaon Inc. | 5 | $395.83 | $380.03 | - | -$15.8 | -3.99% | -0.555% |
AAP Advance Auto Parts Inc. | 5 | $289.8 | $211.45 | - | -$78.35 | -27.04% | +0.738% |
AAPL Apple Inc. | 1,022 | $251,454.01 | $342,022.52 | - | $90,568.51 | 36.02% | -0.694% |
ABBV AbbVie Inc. | 14 | $2,641.67 | $3,690.47 | - | $1,048.8 | 39.7% | -0.157% |
ABCB Ameris Bancorp | 5 | $323.5 | $414.42 | - | $90.92 | 28.11% | -0.139% |
ABG Asbury Automotive Group Inc. | 1 | $238.5 | $180.31 | - | -$58.19 | -24.4% | -4.044% |
ABM ABM Industries Inc. | 4 | $180.1 | $197.12 | - | $17.02 | 9.45% | -0.041% |
ABNB Airbnb, Inc. | 5 | $672.07 | $830.2 | - | $158.13 | 23.53% | +0.066% |
ABT Abbott Laboratories | 27 | $3,468.91 | $2,775.87 | - | -$693.04 | -19.98% | +0.567% |
ACA Arcosa Inc. | 3 | $251.33 | $436.57 | - | $185.24 | 73.7% | +0.052% |
ACAD Acadia Pharmaceuticals Inc. | 7 | $150.52 | $188.65 | - | $38.13 | 25.33% | -1.821% |
ACGL Arch Capital Group Ltd | 12 | $1,113.1 | $1,167.54 | - | $54.44 | 4.89% | +0.615% |
ACI Albertsons Companies, Inc. | 23 | $494.5 | $287.61 | - | -$206.89 | -41.84% | -0.438% |
ACIW ACI Worldwide, Inc. | 4 | $197.27 | $200.66 | - | $3.39 | 1.72% | -1.983% |
ACLS Axcelis Technologies, Inc. | 2 | $167.5 | $214.25 | - | $46.75 | 27.91% | +2.414% |
ACM Aecom | 4 | $451.5 | $250.32 | - | -$201.18 | -44.56% | -1.309% |
ACN Accenture plc Class A | 1 | $298.86 | $183.02 | - | -$115.84 | -38.76% | -3.82% |