Charles D. Hyman & Company

**Charles D. Hyman & Company Summary:** Established in 1994, Charles D. Hyman & Company is an SEC-registered investment adviser based in Florida. The firm offers individual portfolio management services, providing continuous asset management tailored to clients' needs. They also offer consulting services on a negotiated fee basis and provide IRA rollover recommendations. As of 12/31/2023, the firm actively managed over $2.1 billion of clients' assets on a discretionary basis. Fees for portfolio management services are charged as a percentage of assets under management, with negotiated fees considered on a case-by-case basis. The firm does not charge performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and retirement accounts. Investment strategies include fundamental and technical analysis, asset allocation, and mutual fund/ETF analysis. The firm follows a Code of Ethics, ensuring compliance with applicable laws and regulations. They have a Whistleblower Policy in place to encourage reporting of violations. Charles D. Hyman & Company maintains a Privacy Policy to protect clients' personal financial information and a Trade Error Policy to address any errors in trade orders. The firm does not engage in solicitation or accept compensation for client referrals.