A Unique Investment Alternative
Hopkins Financial Advisors (HFA) is a registered investment advisor providing strategies customized to help you manage your money and plan for your financial future. We assist you in constructing a financial plan to help support your financial and retirement goals. We are not like your typical financial planner or stockbroker and what we are doing is finding favor in the investment community.
We explain it this way: there are two predominant styles of stocks – growth and value. Most investments are either predominately in one style or spread across multiple styles. When your one style is in favor, everything is fine. The problem is when it is out of favor, your investment is down. Or when you are spread or “blended” across all styles your investment(s) can be neutralized. The same thing can happen when investing in sectors and international regions.
Markets rotate why shouldn’t your investments? When you are invested with Hopkins Financial Advisors your investments are designed to adapt to the constantly changing market environment using the Quantitative Advantage Adaptive Risk Management System (ARMS). This exclusive ARMS system proactively monitors the market to determine what styles, sectors and international regions are moving in and out of favor. It then proactively steers your investments away from lower performing choices and toward market segments giving strength. It aims to reach to what the market is doing.
What is your next logical step? According to partner John Jelinek, Hopkins Financial Advisors was a logical next step for the CPA firm of Jelinek Metz McDonald ltd. CPA firms are noted for their diligence and care for their client’s personal and business health. “Over the years we had been referring our accounting clients to investment firms – and were often disappointed at the results those clients were receiving. We knew there had to be a better way. We realize that most clients have neither the time nor the expertise to manage their often-complicated financial lives so our goal is to let them live their lives and leave their finances with someone they trust.”
HFA is a fee-only firm, which doesn’t benefit from individual transactions or commissions so our customers can be assured we are watching out for their best interest and actively managing their portfolios. The first goal of HFA is to learn about their client and then concentrate on helping them keep and grow their assets.
BACK |
