Hunter Associates LLC

Hunter Associates Investment Management LLC, operating as Hunter Associates, is a SEC-registered investment adviser established in 1992. The firm specializes in the Hunter Portfolio Series wrap fee program, offering portfolio management services with core asset allocation portfolios and a plus equity portfolio. Clients can choose from core portfolios such as Conservative, Balanced, Moderate, Growth, and Aggressive, with the option to include the Plus Portfolio for a more aggressive investment profile. The firm also provides foundation portfolios for clients with limited assets. The Investment Committee selects mutual funds and ETFs for core portfolios and individual stocks for the Plus Portfolio. Hunter Associates manages client accounts on a discretionary basis, considering factors like financial objectives, risk tolerance, and time horizon. The firm charges a quarterly management fee of 0.95% based on assets under management. Clients benefit from ongoing due diligence, rebalancing, and professional advice. The firm acts as a fiduciary for ERISA accounts, ensuring compliance with specific duties and obligations. Clients have access to Registered Investment Advisers for consultations and can terminate the advisory relationship with a 10-day notice. Hunter Associates emphasizes transparency, providing full disclosure of fees, potential conflicts of interest, and investment analysis methods. The firm's Code of Ethics ensures ethical conduct and fair treatment of clients.