LONG BEACH, Calif., Jan. 10, 2017 /PRNewswire/ -- Halbert Hargrove, a fiduciary investment management and wealth advisory firm headquartered in Long Beach, CA that manages more than two billion in client assets, has hired Robert Douglis as the Company's newest regional director.
In his new role at Halbert Hargrove, Douglis will serve as an investment adviser to individuals and institutions, working with a client base that includes entrepreneurs, professionals, technology company executives and retirees. Douglis will also provide clients with wealth and investment strategies by accurately assessing each clients' present and future goals, needs and objectives, helping to grow their assets through access to market experience and research.
"Halbert Hargrove's commitment to serving the quietly wealthy was what attracted me to the firm," said Robert Douglis, new Halbert Hargrove regional director. "I am eager to continue helping investors achieve consistent financial success alongside a team of dedicated fiduciary professionals."
Prior to joining Halbert Hargrove, Douglis served as an investment consultant at TD Ameritrade, where he converted more than 150 million in client assets into managed money programs. He has developed and executed sales strategies and analyzed client investment portfolios.
"As the industry evolves and the economy fluctuates, Halbert Hargrove continues to be an instrumental partner in our client's financial well-being," said John C. Abusaid, Halbert Hargrove president and chief operating officer. "Robert's key role will be to provide strong investment counsel to our clients, and we are confident that his industry experience will make him an unparalleled addition to the Company."
About Halbert Hargrove
Halbert Hargrove Global Advisors, LLC, is a fiduciary investment management and wealth advisory firm that provides investment management, wealth advisory, financial planning, and consulting services to individuals, families, charitable organizations, and trusts. Founded in 1933, Halbert Hargrove is headquartered in Long Beach, CA, and has approximately $2B assets under management. For more information on Halbert Hargrove, including important disclosures relating to the 2016 rankings, please visit www.halberthargrove.com.
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SOURCE Halbert Hargrove