Hilbar Capital, LLC Email Format
Financial ServicesCalifornia, United States0-1 Employees
Hilbar Capital is an independent investment management firm in the financial services industry, headquartered in Palo Alto, California. The company provides discretionary investment management and financial advisory services to individuals and small businesses. It also offers non-discretionary services, including portfolio analysis, securities recommendations, evaluation of 401(k) plan offerings, and guidance on employee stock option plans and RSU grants. The firm operates as a fee-only fiduciary, with no custody of client funds and no compensation from sources other than its clients. It does not earn commissions on insurance or investment products, does not engage in soft-dollar arrangements, and does not accept referral fees or fees tied to portfolio performance. It conducts its own research and builds active portfolios from individual securities, investing alongside its clients.