Business Details
38 Years
experience
Your Trusted Partner for Value-Based Investment Solutions
Founded in 1988 by Cary Schwartz, Blackhill Capital has established itself as a trusted independent Registered Investment Advisor serving high net worth individuals, families, and charitable foundations across the United States and Europe. Our value-based investment strategy focuses on after-tax, long-term capital appreciation through global franchises that demonstrate strong management and shareholder orientation. With a disciplined approach to portfolio management, we prioritize low turnover, transaction costs, and tax efficiency while maintaining daily vigilance over client holdings.Our personalized service includes quarterly portfolio-specific communications and tailored investment solutions aligned with individual client goals. As an SEC-registered fiduciary, we adhere strictly to the five core principles of the Fiduciary Standard, ensuring client interests remain paramount in all decision-making processes. Our team combines decades of experience in equity capital markets and investment counseling to deliver exceptional service grounded in intellectual integrity and skepticism.
Services
Investment Management
Portfolio Review
Wealth Preservation
Fiduciary Services
Strategic Recommendations
Details
- Year established: 1988
Highlights and features
- We offer over 35 years of experience in value-based investment management since 1988
- Our disciplined approach maintains low portfolio turnover and transaction costs
- We provide personalized portfolio reviews with quarterly client communications
- Our SEC-registered fiduciary status ensures client-first decision making
- We combine global market expertise with tailored investment solutions
Associations and certifications
- U.S. Securities and Exchange Commission (SEC)
Services
Investment Management
Our value-based investment management focuses on after-tax, long-term capital appreciation through global franchises. We identify undervalued companies with strong management teams and shareholder orientation. Our disciplined approach maintains low portfolio turnover while adapting to market changes and client-specific requirements.
Wealth Preservation
We specialize in long-term wealth preservation strategies for high net worth individuals and multi-generational families. Our approach combines market analysis with risk management to protect client assets across economic cycles while maintaining growth potential through strategic portfolio allocations.
Fiduciary Services
As SEC-registered fiduciaries, we provide investment advice with strict adherence to the five core principles of the Fiduciary Standard. Our services ensure full transparency, conflict avoidance, and client-first decision making in all aspects of portfolio management and financial planning.
Portfolio Review
We conduct daily portfolio monitoring with intraday adjustments for significant market movements. Our comprehensive reviews include performance benchmarking against major indices and tailored recommendations aligned with client goals, risk tolerance, and liquidity requirements.
Strategic Recommendations
Our strategic recommendations combine market analysis with client-specific considerations. We develop customized investment approaches that balance long-term growth objectives with wealth preservation needs, incorporating tax efficiency and liquidity planning for high net worth clients.
People
Cary M. Schwartz
President and Chief Investment Officer
Cary Schwartz founded Blackhill Capital in 1988 after 19 years at Goldman Sachs. He holds a B.S. in Finance from Wharton and a J.D. from Penn Law School. With over 50 years of investment experience, he leads our value-based investment strategy and daily portfolio management.
Questions
What investment philosophy does Blackhill Capital follow?
We follow a value-based investment philosophy focusing on after-tax, long-term capital appreciation through global franchises that are undervalued by the market.
What types of clients do you serve?
We serve high net worth individuals, multi-generational family groups, charitable foundations, and corporations across the United States and Europe.
Are you a registered fiduciary?
Yes, we are a Registered Investment Advisor and independent fiduciary regulated by the U.S. Securities and Exchange Commission (SEC).
How do you manage client portfolios?
We provide daily portfolio monitoring with quarterly client communications, maintaining low turnover and tax efficiency while adapting to market changes and client needs.
What performance benchmarks do you use?
We benchmark against major indices including the S&P 500, Dow Jones Industrial Average, Russell 2000, and NASDAQ Composite Index.
