Hilton’s core strategy is “Tactical Income,” which employs a balanced approach that looks at the entire capital structure of companies for investment ideas.

The asset allocation of Tactical Income is set between equities, preferred equities, fixed income and cash, with equities focused on what Hilton terms a “needs-based” stocks and sectors. In addition to the strategic asset allocation, Hilton performs deep diligence on individual securities in the portfolio to ensure we are invested in companies with strong balance sheets, consistent earnings and proven cash flow. The founder and CIO Bill Garvey has been managing money and providing income for his clients in this fashion for more than 25 years. Throughout his career, Mr. Garvey has assiduously focused on providing yield while mitigating risk. Since its inception, the Hilton Tactical Income Strategy has been able to generate strong and consistent annualized net returns.

Investors who seek income, limited risk, capital preservation and growth have found alignment with Hilton’s Tactical Income Strategy. Moreover, they have found a home with Hilton as a firm. In response to growing demand from our investor base, institutions and key advisors, Hilton recently launched three additional strategies. The new strategies, Small and Mid Cap Opportunities, Dividend & Yield, and Efficient Tactical Income are all managed by experienced investment professionals who adhere to the overall mission of performance, transparency, growth, risk mitigation and yield.

Bill Garvey
Chief Investment Officer
Bill Garvey

We’re not interested in hugging benchmarks. We actively seek out opportunities and capture them.

It’s impossible to talk about Hilton Capital without speaking to the internal culture of the firm. Firms with a conservative investment approach are rarely lauded as being entrepreneurial, but Hilton has been able to achieve this balance effectively since inception.

Obsessive attention to detail, open communication with investors and advisors and a willingness to challenge conventional wisdom and view the markets both tactically and strategically have created a culture of success at Hilton that is unparalleled. Everyone at Hilton Capital has a voice, which is one of the reasons our team is highly tenured and our clients stay with us for so long.

Craig O’Neill
CEO
Craig O'Neill

What makes Hilton so compelling as a company is that we’re able to balance entrepreneurship with conservatism.

Hilton Capital Management Timeline

  1. William Garvey

    June, 2001

    Founds Hilton Capital Management.

  2. Craig O'Neill

    2010

    Joins Hilton Capital Management as CEO & President.

  3. Alexander Oxenham, CFA

    2011

    Joins Hilton Capital Management as Partner & Co-Chief Investment Officer

  4. DIVYs & Mutual Fund

    2014

    DIVYS
    Founded
    Mutual Fund
    Launched

  5. Crossing the $1 Billion Mark

    2016-2017

    For AUM (Assets Under Management)

  6. Timothy Reilly & ETI

    2017

    Timothy Rielly
    Joins Hilton Capital Management as Portfolio Manager
    ETI Strategy
    Founded

  7. Thomas B. Maher & SMCO

    2019

    Thomas B. Maher
    Joins HIlton Capital Management as Portfolio Manager
    SMCO Strategy
    Founded

Our Strategies

Explore our strategies to find the best fit for your objectives.

Tactical Income

Seeks capital preservation with an emphasis on income generation as a key component to competitive total returns while minimizing risk and volatility.
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Dividend & Yield

Diversified portfolio of global dividend yielding securities managed tactically utilizing the Hilton Capital Management investment process.
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Efficient Tactical Income

Incorporates passive and non-passive funds to replicate the asset allocation process of the Hilton Tactical Income strategy.
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Small and Mid Cap Opportunities

The Small and Mid Cap Opportunities Strategy appeals to investors seeking exposure to small and mid cap equities, where diversification is critical but is not determined by index weights.
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Ready to get started?

Contact us today to schedule a call with one of our managers.