A complete list of active advisors currently associated with Hawk Capital Management LLC
Warmer can help you find a great advisor at Hawk Capital Management LLC or one who fits your needs even better.
Hawk Capital Management is a single-advisor independent firm that provides discretionary investment management and financial planning to individuals, high-net-worth individuals, families, trusts, and client-owned businesses. The firm manages roughly $21 million for about 40 clients and implements portfolios through three primary approaches: a concentrated Core Strategy, a Direct Indexing Strategy, and an Asset Allocation Strategy. The adviser’s investment process emphasizes fundamental security analysis and discounted cash flow valuation for individual equities, while the Direct Indexing option uses customized, tax-aware portfolios that are not intended to precisely track any index; Asset Allocation accounts are typically implemented with ETFs and other diversified instruments. Accounts are managed on a discretionary basis and the firm’s stated implementation toolkit can include options, leverage (margin and securities-based lending), and other derivatives, with ongoing financial planning and held-away asset advice available under separate engagements. The brochure highlights several features that differentiate the firm from many independent peers: clients are required to custody accounts at Interactive Brokers and the firm uses fractional-share trading and the broker’s lending facilities, the adviser expressly contemplates the use of borrowing in separately managed accounts and related margin risks, and the firm makes performance information and periodic commentary available to clients and prospective clients alongside its disclosures about strategies and risks.
To learn more about the advisors currently working at Hawk Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Millbury, MA
| 12
|
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