Our servicesInvestment Management

At Seven Hills Financial, we create diversified portfolios based on your specific investment needs by using objective and well-defined strategies to alleviate some of the risks associated with investing.

As planners held to the fiduciary standard, we work diligently to find the best solution for you.  We collaborate with you to determine an appropriate risk profile based on your unique goals, and apply that to investment strategies for you.

  • Your goals
  • Fiduciary standard
  • Diversified portfolios
  • Values-based risk assessment


What is a fiduciary?
A fiduciary is a person who acts on behalf of another person to manage assets. It is a person or organization that owes the duties of good faith and trust to their client with the highest legal duty of one party to another, it also involves being bound ethically to act in the other's best interests.
Are investments guaranteed?
The performance of an investment such as stocks, bonds and mutual funds are subject to the performance of the securities held and are not guaranteed.
Why invest?
Investing is a long-term approach to growing your money. We know that the value of a dollar decreases every year due to inflation. By investing, your money is working to outpace inflation and working for you.
How does a Mutual Fund differ from an ETF?
A mutual fund is a pool of investments (typically stocks and/or bonds) that is managed by a team of fund managers to perform given a specific objective. An Electronically Traded Fund or ETF is an investment fund that tracks a given index and follows a specific objective driven by an algorithm. Simply put, mutual funds involve human management and ETFs are driven by computer algorithms.
How does diversification affect risk or volatility?
Diversification protects your portfolio from being unnecessarily vulnerable. It broadens your investment horizons to protect you from being disproportionately affected by certain sectors or types of investments during bad markets.