Defined by our legacy. Energized by our future.
For more than 50 years, financial professionals have chosen HTK as their trusted partner.
The HTK DifferenceBy the numbers
Our firm is small by design, with large-scale capabilities to help financial professionals best serve their clients.
800+
Financial Professionals1
Located across the U.S., our independent financial professionals offer comprehensive solutions for financial protection and wealth management.
90%+
Production Retention2
The average financial professional tenure spans 10 years,3 and many practices have worked with us for decades.
$18 billion
Client Assets34
More than 130,000 clients have accounts managed or under advisement by HTK.5
1847
Founding year of our parent company
HTK is backed by the stability of our long-standing parent company, The Penn Mutual Life Insurance Company.
1For calendar year 2019. 2Based on yearly production retention percentage since 2013. 43As of December 31, 2019.
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Whether you’re a current financial professional, a client with our firm or interested in learning more, we’re here to help.