Trusted Advice ♦ Exceptional Service

We advise clients through active asset allocation, informed money manager selection, ongoing portfolio monitoring and seamless execution.

At HL Ormond & Company, our client relationships are the focus of all we do and are characterized by mutual trust, superior service, excellent communication and personal enjoyment. We can offer you an array of investment services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Portfolio Management

As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

Investment Strategies

Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

Get to know Our Team

Herb Ormond
Herb Ormond
President & Chief Investment Officer
Michelle S. Corey, AAMS
Michelle Corey, AAMS®
Vice President – Client Services, H. L. Ormond & Company
Sharon Dew
Sharon Dew
Senior Client Service Associate, Office Administrator, and Chief Compliance Officer – H. L. Ormond & Company

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
Fear and greed are investors’ two most powerful obstacles to investment success. Therefore, a good advisor's role is to stand in between a client’s emotions and their money.
Herb Ormond

Information & insight

Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Beyond education savings, these plans can work for you - not just your kids.
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With persistent inflation and a resilient economy, the Fed's updated projections show two rate cuts next year.
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During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
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Estate & Giving
Take action during an overwhelming time with this quick guide.
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Family & Lifestyle
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The future at your fingertips

H. L. Ormond & Company, LLC ("HLO") is a Registered Investment Advisor ("RIA"), located in the State of North Carolina. HLO provides investment advisory and related services for clients nationally. HLO will maintain all applicable registrations and licenses as required by the various states in which HLO conducts business, as applicable. HLO renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

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