Hilton Capital Management

Hilton Capital Management is a prestigious boutique investment management firm with more than $2 billion in assets under management. Known for its personalized and strategic approach, Hilton Capital offers three key investment strategies: Tactical Income, Dividend & Yield, and Small and Mid Cap Opportunities. Catering to a diverse clientele including institutions, individual investors, and their advisors, Hilton Capital Management combines deep industry knowledge with a commitment to delivering outstanding investment outcomes.

various screenshots of images from Hilton Capital Management website

Launch Date

July 01, 2018


Current Client


Hilton Capital Management engaged Hypha HubSpot Development to undertake a comprehensive digital transformation project. The objectives were multi-faceted: elevate the firm's online presence, enhance user experience, and reinforce its position as a thought leader in the investment management sector.

Key areas of focus included:

  • Developing a content strategy that emphasized thought leadership, market insights, and educational materials.
  • Creating sales collateral and press releases to support business development and public relations efforts.
  • Preparing quarterly performance review materials for each investment strategy, satisfying investor needs and compliance requirements.
  • Conducting a comprehensive site rebuild to improve site architecture, content organization, navigation, and copywriting tailored to the distinct needs of advisors, individual investors, and institutional clients.
  • Overhauling due diligence questionnaires to streamline the information-gathering process.

What We Did

  • Logo Design/Branding
  • Corporate Messaging
  • Website Redesign
  • User Journey Mapping
  • Core Site Content
  • Marketing Hub Implementation
  • Website Design
  • Lead Generation
  • SEO
  • Content Creation
  • Collateral & Graphic Design

Tech Stack

  • cms hub icon CMS Hub
  • marketing hub icon Marketing Hub
various screenshots of images from Hilton Capital Management website

The Results

The partnership between Hilton Capital Management and Hypha HubSpot Development catalyzed transformative outcomes, significantly elevating the firm's digital landscape and reinforcing its leadership in the investment management industry.

This included:

  • Content Strategy Revamp: By shifting to more comprehensive monthly blog posts, Hilton Capital successfully repositioned itself as a thought leader in the investment community, providing deeper insights into market activity and financial concepts.
  • Improved Quarterly Reporting: The preparation of detailed quarterly performance review materials enhanced communication with investors, aligning with both their informational needs and regulatory compliance requirements.
  • Comprehensive Site Rebuild: The website underwent a significant overhaul, resulting in improved UX through clearer site architecture, streamlined navigation, and optimized content organization. The blog environment was also enhanced, making it easier for users to find and access content.
  • Resource Section Overhaul: The resource section was revamped with better filtering through HubDB, enabling users to easily navigate through categories, videos, podcasts, letters, and factsheets. This update significantly enriched the resource offerings available to clients and prospects.
  • Affiliate Support: For Hilton affiliate Direxion, technical updates including a scrolling ticker and updated indices and trade volumes were implemented, enhancing its homepage and internal pages. Work for Rafferty Holdings, another affiliate, is ongoing, focusing on a site refresh with new copy and design for a more brochure-like presentation.
Through Hypha HubSpot Development's strategic interventions, Hilton Capital Management refined its digital presence and strengthened its market position and client engagement strategies. This partnership has set a new standard for digital excellence in the investment management industry.

Let's Talk

Request an exploratory review today to find out how to take your business to the next level.