“Serving the needs of others is the only legitimate business today.”

A.P. Giannini, founder of the the Bank of America and the Transamerica Corporation

As a young man, Alex Hilbert had been seeking how he could serve the needs of others with his time, energy, and talents.  He focused on gaining experiences across multiple industries, learning from executive consultants, marketers, sales trainers, and entrepreneurs.  In 2011, he encouraged his team to pursue an opportunity with Transamerica Financial Advisors while it was finalizing a buyout.  By jumping into the financial services realm head-first with a rock solid team, Alex positioned himself to become the youngest serving branch supervisor in the company.  As an information sponge, he studied relentlessly to master all of the ins and outs of the business, from back office operations, to corporate decision-making processes, to developing training programs for new advisors, and learning from portfolio managers.  Work doesn’t feel like “work” when you do something you love, and Alex loved being on the leading edge of new developments.  

However, the more details he learned about the products and services being provided by the company, the more Alex realised that significant improvements could be made.  Between a weak cost-performance tradeoff and numerous conflicts of interest, Alex discovered that there were better ways to serve clients.  After speaking at length with representatives from one of Transamerica’s top third-party money management partners at that time, Alex went to work dissecting their investment management processes.  This path of discovery led him to learn from top investment minds at Transamerica’s corporate level.  

After hundreds of hours of research, Alex was able to partially reverse engineer a variety of investment management strategies and models, leading him to begin developing his own strategies and fine tuning his investment philosophy.  In the words of Ken Solow, “Buy and Hold is Dead.”

After seeing the high costs, high risks, and mediocre performance of multiple investment managers, Alex began the process of forming his own Registered Investment Adviser firm in early 2014.  By becoming a fiduciary and putting the needs of the client first, the company can focus on people and forget about commissions and the old ways of doing business.  Starting with friends and family, the company opened its doors to the public in late 2014.

The company’s direction is one of adapting to change, embracing challenges as opportunities, and always learning and growing.  Built for the sake of “serving the needs of others,” Hilbert Financial Group and its associates are always seeking the best possible outcomes for their clients and communities.