Institutional clients often have a unique set of requirements that demand a heightened level of access and analysis from Hilton Capital. 

We make it our priority to assign a relationship manager for each institutional client to address investment-related concerns as needed.

We focus on implementing a highly disciplined approach to investing institutional funds and providing our clients with the data, insights, and guidance they require.

What We Offer to Institutional Clients


1. Customization

  • Custodian agnostic trading strategies.
  • Customized pricing.
  • The Tactical Income strategy is available as an all-ETF solution (Efficient Tactical Income), and is  accessible via SMA, mutual fund with Direxion, and selected investment platforms.
  • Other strategies are accessible via SMA and selected investment platforms.

2. Communication

  • Full portfolio transparency and performance analysis.
  • Portfolio manager access.
  • Personal relationship manager.
  • Meetings.
  • Insights and global market knowledge.
  • Downloadable strategy updates.
  • Market resources including articles, videos, webinars, and more.

3. Compliance

  • Corporate governance.
  • Shareholders rights.
  • Legal considerations.
  • GIPS®

Hilton Capital strategies are available on the world’s premier investment platforms

Adhesion Wealth logo
American Portfolios Financial Service logo
Axxcess Wealth Management logo
Benjamin F. Edwards and Co logo
Lockwood logo
BNY Mellon Pershing logo
Brinker Capital logo
Envestnet logo
Fidelity Investments logo
Janney Montgomery logo
Lido Advisors logo
ORION logo
Schwab logo
SmartX Advisory logo
Stifel logo
TD logo
Wells Fargo Advisors logo

Contact Us to Set Up a Meeting

Contact Us