Hammond, Martin, McKeough Group

Hammond, Martin, McKeough Group is a dedicated fiduciary advisory team delivering tailored guidance and bespoke strategies for institutional clients and ultra high net worth individuals and families. With deep expertise in institutional retirement plans, nonprofit investment programs, and ultra high net worth wealth strategy including multigenerational planning and family office level advisory, we provide disciplined, research driven guidance designed to support long term financial stewardship.

Institutional Retirement Plans
We partner with plan sponsors to strengthen outcomes for their participants while mitigating fiduciary risk. We provide both non-discretionary 3(21) and discretionary 3(38) fiduciary investment guidance. Our process includes investment menu design, vendor analysis, fee benchmarking, participant education strategies, and ongoing governance support.

Foundations, Endowments, and Non-Profit Organizations
We work closely with boards, investment committees, and executive leadership to develop disciplined investment policies, implement tailored portfolios, and provide ongoing oversight and reporting. We offer endowment management services, foundation investment consulting, and OCIO-style portfolio oversight. Our goal is to strengthen your organization's financial sustainability through disciplined, mission‑aligned investment management.

Ultra‑High‑Net‑Worth Individuals & Families
For ultra high net worth families with significant assets and multigenerational goals, we provide customized UHNW wealth management and family office–level advisory services. Our approach integrates institutional‑quality investment management, multigenerational wealth and estate planning, philanthropic advisory, and advanced strategies for complex balance sheets. We also design and manage custom discretionary investment strategies tailored to each family's objectives, risk profile, and long‑term vision. Working closely with clients and their professional partners, we ensure clarity, continuity, and disciplined stewardship of family wealth across generations.