1. Andrew Hill Investment Advisors, Inc.
4081 Tamiami Trail North- Suite C-105
Naples, Florida 34103
Office: 239-777-3188 - Facsimile: 239-236-0484
Overview of Firm and Services
2. Who We Are
Our firm is a fee-based Registered Investment Advisory (RIA) firm.
The firm’s co-founders have worked together for 15 years.
The firm began in 2010 and manages approximately $58 million for over 60 clients.
Our Mission Statement:
“To keep our clients financially prepared and organized by
providing management of assets and long-term planning. Our
firm is a fee-based investment advisor that specializes in assisting
clients with modest sized portfolios. Between our combined
experiences of over 35 years in the industry and the strength of
our partner custodian, Fidelity Investments, our firm is prepared
to serve as a partner for the financial well-being of our clients.”
4. Growth From Established
on January 10,2010
$-
$10.00
$20.00
$30.00
$40.00
$50.00
$60.00
$70.00
3/30/2010 12/31/2010 12/31/2011 12/31/2012 12/31/2013 12/31/2014 8/14/2015
Assets Under Management (AUM)
in millions
5. Why Consider Us?
1. As a Registered Investment Advisory, we have a fiduciary duty to our clients.
Therefore, all clients receive the same level of service, regardless of the size of their
portfolio account(s).
2. We are a full service firm, but we do not sell any products; however, we leverage the
resources of Fidelity Investments, our third party custodian which handles the
safekeeping of our client’s assets.
3. Each client has a customized investment portfolio and receives a copy of their
individualized Investment Policy Statement, which is our written guidelines for
managing your assets.
4. We use a “tax sensitive” approach to investing and we are very “cost conscious”.
5. We offer financial concierge services at no additional cost to our clients.
6. Andrew Hill Investment Advisors, Inc. is locally owned and operated in Naples,
Florida.
7. Our fees are typically 1.00% or less of assets.
6. Investment grade bonds/3-6 year
maturities, Dividend stocks
Investment Management Philosophy
Objective: To provide cash flows when needed and obtain a reasonable
return over time for a worry free retirement
0 2 4 6 8 10
Short-Term
Intermediate
Long-Term
Growth stocks, High-yield bonds, commodities
Low-risk, Short-term,
Cash reserves
Investment grade bonds/3-6 year
maturities, Dividend stocks
7. Investment Management Strategy
Asset Allocation Strategy:
• Research based on economics, technical trends, and inter-market relationships.
• The allocation between asset categories is directed towards positioning.
Fixed Income Strategy:
• Bond holdings are largely focused on investment grade securities with maturities aligned
with cash future needs.
• Holdings including taxable and tax exempt issues depending on after tax yield.
• Closed end issues and funds are employed to address high yield, international, and other
unique sectors of the fixed income markets in pursue high yields, with higher risk.
Equity Strategy;
• Generally, equity holdings focus on 20 to 30 mid and large cap positions.
• Security selection favors companies with sector leadership and sustainable competitive
advantages, revenue growth, reasonable debt, stable to improving profit margins, and
attractive return on invested capital.
• Holdings are also evaluated for their environmental, social, and governance.
• Funds are used for exposure to small cap, international, and commodity sectors.
Objective: To keep our clients financially organized and prepared.
8. Financial Concierge Services
Examples include:
Budgeting, Cash Flow Planning, Mail Management.
Insurance Policy and Variable Annuity Reviews.
Written summary of Estate Planning documents.
Financial literacy education for spouse and/or children as needed.
Financial counseling for special situations: spendthrifts, recently divorced, or
individuals with special needs.
Planning considerations for your pets.
Referrals for various financial services.
Overall planning during your “Financial Life Cycle”.
Objective: To keep our clients financially organized and prepared.
9. 9
Firm Partners
Andrew D.W. Hill, CFA
President & Co-Founder
Andrew (“Andy”) D.W. Hill has more than 20 years of portfolio management experience in
Investment management. He is the President of Andrew Hill Investment Advisors, a boutique
investment advisory firm that he co-founded with business partner Jennifer Figurelli in 2010. Over the past five
years in business, the firm has grown to manage over $50million in client assets while focusing on with
relationships between $400,000 to $4million.
Prior to founding his own firm, he was a Senior Portfolio Manager and regional Chief Investment Officer with two
regional Trust banks. While at both institutions, Andy served in various nationwide investment strategy capacities
including forming asset allocation recommendations and political research.
Andy holds an MBA from Syracuse University and a Bachelor of Science degree from Canisius College. He is a
Chartered Financial Analyst and a Certified Public Accountant in New York State. He is a Past President of the
Financial Analysts Society of Naples More recently; Andy was inducted into the Sigma Beta Delta International
Honor Society.
Andy is frequently interviewed by the media covering the financial markets. His comments are often mentioned
in Investor’s Business Daily, Naples Daily News, and Fort Myers News Press. He has also appeared on CNBC and
FOX.
Andy was previously the Vice Chair of the Board of Directors for the Conservancy of Southwest Florida; Board of
Directors of the Snook & Game Fish Foundation; Past President of the Estuary Conservation Association; Past
President of the Naples Financial Analysts Society. He currently serves on the Hodges University President's
Council and the Collier County Medical Society Foundation’s Board of Trustees.
Andy is married to Dr. Susan M. Liberski and they have two German Shepherd dogs- “Apollo” and “Skipper”. In his
spare time, he enjoys spending time with his family, fishing on his boat and relaxing at his second home in
Chokoloskee, Florida.
10. Firm Partners
Jennifer R. Figurelli, CTFA
Managing Director and Co-Founder
Jennifer R. Figurelli, CTFA, is the Managing Director and is responsible for the firm’s various
financial concierge capabilities. She and Andy worked together for over a decade at various bank
trust companies, before co-founding Andrew Hill Investment Advisors, Inc. in January 2010.
A native Floridian, Jennifer has lived in Naples since 1976. She is a Certified Trust and Financial Advisor (CTFA) and has 17
years of experience in the trust administration field, having worked for several large trust companies in the Naples area.
Jennifer has significant experience working with individuals who are undergoing a transition, such as retirement, death of
a spouse or loved one, divorce, college expense planning, and special needs situations.
Jennifer has a Bachelor of Arts degree in Business Administration from Florida Southern College and a Legal Assistants
Certificate from Florida Atlantic University. She also is a graduate of the Florida Bankers Association Graduate Trust School
and holds Life, Health and Variable Annuity designations. Figurelli is a licensed Investment Advisor Representative in the
State of Florida (Series 65).
Jennifer is actively involved in her community and has volunteered in various capacities for The David Lawrence
Foundation, Youth Haven, Habitat for Humanity, The National Alliance for the Mentally Ill of Collier County, and St. Peter
the Apostle Catholic Church. She currently volunteers for the Southwest Florida Council of Boy Scouts of America and the
Girl Scouts of Gulf Coast Florida. Jennifer is a graduate of the Naples Chamber’s Leadership Collier Class of 2015.
Jennifer has been married to Michael Figurelli for 13 years and they have two children, Dante and Ginger as well as a Shih-
Poo dog named “Popeye”. In her spare time, Jennifer enjoys spending as much time in the great outdoors camping,
hunting, hiking, running and geocaching.
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11. Firm Associates
Dr. Robert D. Lovett
Investment Advisor Representative
Dr. Robert D. Lovett is a licensed Investment Advisor Representative in the State of
Florida. He has 40 years of experience in the financial sector. Dr. Lovett was a United States Delegate to the International
Standards Organization developing international practice standards for financial planning. He was also a member of the
Advisory Board of Swiss Enterprise, an international investment advisor in Geneva, Switzerland.
In addition to his advisory services, Dr. Lovett has spent over 25 years instructing financial professionals at several
universities and colleges. He is past Regional Director for Florida State University, Certificate in Financial Planning
Program, past Director of The Institute of Financial Studies at Nova Southeastern University, and past director of the
CERTIFIED FINANCIAL PLANNER ™ Certification Education Programs at Florida Gulf Coast University and Barry University.
He currently teaches accounting classes at Hodges University.
Dr. Lovett earned a Doctorate in Business Administration, Accounting, at Nova Southeastern University, and a Master of
Science, Taxation at Seton Hall University. He completed his undergraduate studies at Northeastern University, Boston,
MA. Dr. Lovett is a member of the Academy of Financial Services, the Academy of Finance, and Sigma Beta Delta
International Honor Society for Business, Management and Administration.
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12. Firm Associates
Noelle Matthews
Investment Advisor Associate
Noelle Matthews joined Andrew Hill Investment Advisors in May 2015 as Investment Associate. Noelle will be responsible
for supporting our client relations, marketing and event management.
Previously, Noelle was the Office Manager at the Naples Equestrian Challenge where she gained significant experience in
fundraising, marketing and accounting. She also worked as a Legal Assistant for a local law firm specializing in estate
planning.
Noelle hails from Chicago, Illinois where she earned a Bachelor of Arts in Marketing Communications at Columbia College.
She has a passion for altruistic endeavors, and concentrated in Nonprofit Public Relations.
In her spare time, Noelle is a volunteer for Shy Wolf Sanctuary, where she has served in various capacities, including
serving as chair of the fundraising committee, online/marketing support and providing direct care to the animals. She
volunteers for the Rookery Bay Natural Estuary as a Shark Monitor. Her other volunteer work includes Naples Equestrian
Challenge and its Friends of Foster Children EFL program.
Noelle is currently working on obtaining her series 65 license and looks forward to growing with the Andrew Hill
Investment Advisors team. In her spare time, Noelle likes to kayak, camp and spend time with her dog, Hanzel.
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13. Disclosures:
Images and photographs are included for the sole purpose of visually
enhancing the brochure. They should not be construed as an endorsement
or testimonial from any of the persons in the photograph.
Andrew Hill Investment Advisors, Inc. only transacts business in states
where it is properly registered, or is excluded or exempted from
registration requirements. Registration does not constitute an
endorsement of the firm by securities regulators and it does not indicate
that the advisor has attained a particular level of skill or ability.
Our Form ADV Part 2 disclosure brochure is available upon request.
