Underhill Investments, LLC

The firm provides discretionary portfolio management and co-advisory services primarily to individual clients, including high-net-worth individuals, and typically charges fees based on a percentage of assets under management. It documents client goals, time horizons, and risk tolerances and performs periodic reviews to guide investment decisions.

The investment process blends fundamental, technical, and cyclical analysis and may include long- and short-term positions, trading, and option strategies tailored to each client’s Investment Policy Statement. The firm also acts as a co-advisor on a managed-account platform, selecting third‑party model managers or uploading proprietary models and, where elected on the platform, can use tax optimization, tax-transition, index-replication, or socially responsible investing services.

What is distinctive is that the managing member concurrently operates as a licensed attorney and licensed insurance agent, drafts estate-planning documents and offers insurance products for separate fees, and spends a meaningful portion of time on those practices; these relationships are disclosed and managed as potential conflicts of interest. As a small, solo practice with roughly 18 client relationships and about $5.6 million in assets under management, the firm pairs personalized, hands-on advisory work with access to outsourced model management through its co-advisory platform.