Hilton Capital Management follows a unique investment process that principally focuses on yield while attempting to mitigate market risk. Historically, this strategy has often led to what the firm considers to be successful results.


Philosophy


HCM philosophy centers on wealth/portfolio preservation with an emphasis on income generation as a key component to competitive total returns while keeping focused on minimizing risk and volatility.


Hilton conveys its Investment Philosophy through disciplined investments in the following core security types:


Fixed Income
  • Taxable, Tax-Exempt
  • Corporate, Mortgage Backed, Asset Backed, Treasury, Agency, Sovereign, and Preferred Stock
  • Exchange Traded Funds (ETFs)
  • Convertible Bonds
 



Equities
  • Multi-Cap Equities
  • Master Limited Partnerships (MLP's)
  • Real Estate Investment Trusts (REIT's)
  • Multinational Corporations with an emphasis on strong dividend growth
  • Exchange Traded Funds (ETFs)

Investment Process

Please click here for information concerning our risk management process.