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Michael H

Series 63, Series 65

West Lake Hills, TX

Live Oak Investment Partners

Michael Hostick II is a financial advisor at Live Oak Investment Partners with 25 years of industry experience. He holds the Series 63 and Series 65 designations. His prior firms include Raymond James & Associates, Cantella & Co., Inc., and Kovack Securities, Inc. Outside of advising, he is an owner of M3C Happy Place, LLC, a real estate venture. Live Oak Investment Partners serves individual investors, families, trusts, family offices, charitable foundations, businesses, and retirement plans. The firm employs a multifaceted investment process combining qualitative and quantitative research with an emphasis on risk management, tailoring allocations and advice to client objectives, and is notable for advising other investment-adviser clients and providing participant-level educational services.

Retirement plans for business owners (SEP, solo 401k) Business Financial Management Long-term care insurance Life insurance needs analysis Annuities
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