A complete list of active advisors currently associated with HK Funds
Warmer can help you find a great advisor at HK Funds or one who fits your needs even better.
HK Funds provides ongoing discretionary portfolio management to individuals, high‑net‑worth clients, corporations, and other investment advisers, and prepares an Investment Policy Statement for each client documenting income, tax considerations and risk tolerance. The firm also offers subadviser services to unaffiliated advisers, delivered via the Schwab platform. The firm’s investment advice is generally limited to equities and implemented using fundamental, quantitative and technical analysis with a long‑term trading orientation; HK Funds seeks discretionary authority to select securities and execute transactions on clients’ behalf. Accounts are monitored and reviewed at least monthly, and clients receive custodian statements and monthly reports detailing holdings and fee calculations. HK Funds is affiliated with a broker‑dealer, and the advisory brochure discloses that a firm principal serves as a registered representative who accepts compensation for the sale of securities—a potential conflict the firm documents in client files. The firm also requires clients to use Schwab Institutional for custody and describes access to Schwab’s institutional trading, research and other services (including potential soft‑dollar benefits), which may distinguish it from many peers.
To learn more about the advisors currently working at HK Funds, 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 |
|---|---|---|
Jacksonville, FL
| —
| |
Jacksonville, FL
| 30
|
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