Hyperion Wealth Management
Hyperion Wealth Management is a registered investment advisor headquartered in Florida. It specializes in providing custom-tailored financial advisory services, with a focus on maximizing after-tax, after-fee, risk-adjusted returns. Hyperion is committed to the development of a clear and concise investment plan uniquely implemented to weather the ever-changing economic environment.
SERVICES
WEALTH PLANNING
-
Cash Flow and Lifestyle Planning
- Asset Holding Strategies
- Gift and Estate Tax Planning
- Estate Planning
- Wealth Transfer
- Intergenerational Wealth Planning
- Business Succession Planning
- Philanthropic Planning
PORTFOLIO CONSULTING
- Investment Consulting
- Investment Policy
- Risk Analysis/Management
- Custom Portfolio Construction
- Core-Satellite Asset Allocation
- Tactical Overlay
ASSET MANAGEMENT
- Equities
- Fixed Income
- Global and Domestic Markets
- Private Equity
- Real Estate
- Commodities
- Derivatives
- Custom Structured Projects
- Hedging
- Oil, Gas, and Mineral Interests
- Private Placements
FINANCIAL MANAGEMENT TOOLS
-
Investment Management
- Morningstar Financial Planning Suite
- Equities
- Checking, Online Bill Pay, Wire Services
- Cash Management Reporting