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Dilan Kluge
Investment Analyst at Hillview Capital Advisors,
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Work Experience
Investment Analyst
Jan 2018 - Present · 6 years and 11 months
Investment Analyst
2016 - Dec 2017 · 1 years and 11 months
Company Details
Hillview Capital Advisors serves as an independent investment advisor to individuals, foundations, endowments, pension plans, and other entities with substantial financial resources. As a steward of these clients’ assets, the firm offers a unique set of skills and resources designed to preserve and enhance its clients’ wealth. Hillview provides each of its clients with the full range of capabilities of a dedicated family office and the benefits of scale associated with joining one of the largest independent wealth management firms. Objectivity is at the heart of Client-Centered Wealth Management and is the centerpiece of Hillview Capital’s approach to advising its clients. The firm has constructed its business and services around being an independent, trusted advisor by guiding its clients through each stage of the investment process, from the initial planning through final implementation. The company’s sole source of revenue is advisory fees received directly from its clients for its services. It takes strict measures to assure it has no financial interest in any aspect of an investment or strategy it recommends or implements. As such, clients of the firm can rest assured that recommendations are based solely on their merit and their appropriateness within the client’s overall strategy.
Year Founded
1999
Social Media
Linkedin
Industry
Investment Management
HQ Location
777 Third Avenue 28th floor New York, NY 10017, US
Keywords
Investment Strategy & Manager Due DiligenceFinancial PlanningAsset Allocatio
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