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Investment Management

No Conflicts of Interest. Only Your Best Interests in Mind.

When you go to a baseball game, what do you see? You see 9 different players playing 9 different positions on the diamond. Each with a different set of skills suited to their positions that combine to create a winning team. Your portfolio should be the same way. A portfolio that is too heavily weighted in large-cap mutual funds might behave like a team full of catchers. We’ll help you if you’re not getting the most out of your portfolio. We give all of our clients our best ideas and sprinkle in individual flavor to create the best portfolio for you. When it comes to any of our client relationships, we offer professional insight that is grounded in research and based on your personal goals and resources. The only way that we can be successful is by making your portfolio a success.

Randy Hoover and his son R.J. have both been awarded the designation of Accredited Investment Fiduciaries (AIF) from the Center of Fiduciary Studies. This means that they meet the rigorous standards that are required to attain specialized knowledge of fiduciary responsibility. You can be sure that your investment portfolio is being monitored thoroughly and treated with the utmost care.

Are You Working with a Fiduciary?

Randy Hoover and his son R.J. have both been awarded the designation of Accredited Investment Fiduciaries (AIF) from the Center of Fiduciary Studies. This means that they meet the rigorous standards that are required to attain specialized knowledge of fiduciary responsibility. You can be sure that your investment portfolio is being monitored thoroughly and treated with the utmost care.

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<em>Individualized Methodology</em>

Individualized Methodology

 Every one of our client relationships starts with us getting to know you. We go over your past investments and experience, and we learn about your plans and goals. This information allows us to properly craft and diversify your portfolio and align it with your personal path. Then, we use the latest tools and research to monitor your portfolio’s risk and performance. We believe that this personalized approach to your investment portfolio works best for managing its success.

 

Investment Management Problems We Solve

WHAT SHOULD MY ADVISOR BE CHARGING?

Because our best interest is to fulfill your best interests, we are most financially successful when you are too. The fee is structured so that our compensation only increases when the assets in your portfolio do. This is how you can be sure that we are always looking for new ways to make the most out of your investments.

HOW CAN I MANAGE MY PORTFOLIO’S RISK AND LOSSES?

It is important to be aware of the risk associated with your investment portfolio. A successful portfolio is all about balancing risk and reward. Our team has the experience to educate you on the right amount of risk to take with your investments and when it’s important to play it safe. We provide clear and accurate Portfolio Risk Analysis through Riskalyze. This scores your portfolio and provides a simple Risk Number.

HOW CAN I PREPARE FOR RISING INTEREST RATES?

Interest rates and their impact on your portfolio are a chief concern of ours. Therefore, it is important that you understand their ins and outs. We can educate on how interest rates work and what the implications of rising interest rates are. By providing you with sensible investment options that perform well during times of high rates, we can help you manage the negative effects of interest rates on your portfolio.

HOW SHOULD I ALLOCATE STOCKS AND BONDS WITHIN MY PORTFOLIO?

Asset allocation can make or break a portfolio. One of the biggest roles that we play in the management of your investments is advising you on how to allocate your assets properly. We can give you guidance on what percentage of your portfolio should be dedicated to stocks and what percentage should be dedicated to bonds. Stocks and bonds each have different pros and cons, and we can figure out which direction is right for you.