hmh Advisory partners with OpenInvest

Accounting and financial services firm hmh Advisory (formerly Haines Muir Hill) has partnered with OpenInvest to launch hmh onlineinvest.

It offers access to four diversified portfolios which cover a range of risk and return profiles, all managed by the hmh financial services experienced investment committee. Each portfolio requires a minimum of $5000 to get started.

The solution has been built for two specific audiences:

  • Accounting clients of hmh who would appreciate professional portfolio assistance but do not require the firm’s full personal financial advice service.
  • The children and/or grandchildren of the firm’s accounting and financial services clients, who are also not at the stage of seeking full service financial advice.

OpenInvest is a fintech investment platform that enables its partners to offer managed portfolios to investors, either via the OpenInvest marketplace or via their own online white label solution.

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