Investor Summary

Andrew Hill Investment Advisors was founded in 2009 by Andrew 'Andy' D. W. Hill, CFA (President and Co-Founder) and Jennifer R. Figurelli, CTFA (Managing Director, Chief Compliance Officer, and Co-Founder). Andrew Hill brings more than 30 years of portfolio management experience and is a frequent speaker on sustainable investing strategies, holding an MBA in Investments from Syracuse University and a B.S. in Accounting from Canisius College with CFA designation. Jennifer Figurelli contributes more than 25 years of experience in Trust and Estate Administration with the Certified Trust and Fiduciary Advisor (CTFA) designation. The firm employs four professionals and has grown steadily since founding to manage over $222 million in client assets.

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Fund Strategy

Andrew Hill Investment Advisors is one of the few financial advisory firms who incorporates sustainable investing into its services, because they believe good stewardship leads to great outcomes. The firm's sustainable investing approach assesses companies on three key ESG areas: environmental impact, social stewardship, and corporate governance. One of the most important investment decisions is the allocation of portfolios between fixed income, equities, commodities and cash, considering not just what investment products might accomplish clients' needs, but also weighing how future investments have the opportunity to impact the world in terms of sustainable investing factors. Their investment strategies include fundamental analysis, technical analysis, cyclical analysis, behavioral finance, and integrating Environmental, Social and Governance (ESG) factors. The equity investment process targets mid- and large-cap companies projected to outperform in returns and growth, incorporating ESG criteria into research and analysis, while fixed income strategies prioritize matching client cash flow needs with bond maturities and evaluating securities based on credit quality and risk premiums.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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