Steve Hefter, a Partner with the Hefter, Leshem, Margolis Capital Management Group (HLM) in Highland Park, has been managing investments for 38 years—starting as Vice President at Goldman Sachs in 1983. He and his colleagues work exclusively with high net-worth families, preserving and growing wealth for generations to come. “I have been ranked as the number one financial advisor in Illinois under the Forbes Best-in-State Wealth Advisor* rankings from 2019-2021 and number one in Illinois under Barron’s Top 1,200 Advisor** rankings from 2010-2020. I believe our client retention and customer satisfaction are a big part of what makes us number one,” explains Hefter, who has been investing personally since he was 13 and later studied investing and finance at Stanford University. “Analyzing global economic activity to invest in the asset classes that we believe will provide the most upside is something I thoroughly enjoy. We at HLM are only as happy as our clients. We put clients first and judge ourselves on their satisfaction. We also love what we do.” With specialties in global asset allocation and risk management, he and the HLM team seek sound investments for their clients, taking pride in consistent performance throughout varying market conditions. “We are very performance and service oriented and take great care in pursuing client financial objectives and goals,” adds Hefter, a former trader who has an MBA from Harvard University. “Clients become friends and along with team members, part of the HLM family.”
*The Forbes Best-in-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. *
*The Barron’s Top 1,200 Advisor rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance is not an explicit factor because clients have varied goals and risk tolerances.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. HLM Capital Management Group is a separate entity from WFAFN CAR 062103533.