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Adams Hall is an independent registered advisory firm dedicated to building,
protecting and preserving clients' wealth. The firm was founded to produce disciplined portfolio management and wealth preservation strategies for high net worth individuals, retirement plans, trusts and foundations. A specific long-term investment plan is created to meet the goals and needs of each client and all aspects of wealth management including banking, insurance, taxation, estate planning and wealth transfer are coordinated. The mission of Adams Hall is to provide peace of mind to clients.
Adams Hall Asset Management has been recognized year after year by Bloomberg's Wealth Manager Magazine as one of the top independent financial advisors in the country and by Medical Economics as one of the best financial advisors for members of the medical profession.
OFFERING ENTITY: Adams Hall Asset Management LLC is a Registered Investment Advisory firm with a mission to develop, implement and administer disciplined portfolio management and wealth preservation strategies for high net worth individuals, retirement plans, trusts, and foundations. Judgment and experience gained through four decades of market cycles coupled with creative, dynamic and forward thinking have positioned the principals individually and collectively as solid and successful advisors. The decision makers at Adams Hall are native Oklahomans providing unbiased, reliable and trustworthy management.
AFFILIATION: Adams Hall Asset Management LLC is a wholly owned subsidiary of H&A Holdings LLC. H&A Holdings LLC is an affiliate of The F&M Bank & Trust Company.
RISK: Investments made through Adams Hall Asset Management LLC are not insured by the FDIC, are not deposits or other obligations of, and are not guaranteed by The F&M Bank & Trust Company or any bank affiliate. Investments are subject to risks, including possible loss of principal amount invested.
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