Created in 1997, HTE provides highly customized asset management and advisory services for affluent individuals, families and private foundations.  Through an open architecture environment, we work collaboratively to meet the unique needs and objectives of each client.  This demands a highly personalized relationship built on trust, communication and accessibility.  Because of the time, resources and energy we pour into each client relationship, we limit the number of clients that we serve.  With this focus in mind, we serve only those clients for whom we can add tremendous value and that offer the potential for a meaningful professional and personal relationship.