A complete list of active advisors currently associated with Hochstrat Investments LLC
Warmer can help you find a great advisor at Hochstrat Investments LLC or one who fits your needs even better.
Hochstrat Investments LLC provides investment management and comprehensive financial planning to individuals, high‑net‑worth individuals, charitable organizations, and corporations or other businesses. The firm prepares written financial plans and implements client-specific investment strategies, and it also offers educational seminars and speaking engagements on personal finance topics. Portfolios are assembled through a client-centered process that assesses objectives, time horizon, risk tolerance, liquidity needs and tax considerations, using a mix of passive (index mutual funds and ETFs) and analytic techniques that include fundamental, technical and cyclical analysis. Account supervision is non‑discretionary — the adviser implements plans and recommends trades but does not maintain trading discretion — and the firm reported approximately $3.0 million in non‑discretionary assets under management as of year‑end 2022. What is notable for a solo independent adviser is the combination of business‑focused services and public education: Hochstrat provides business planning (including employee benefits optimization), insurance reviews as part of financial planning, and seminars that are offered both commercially and occasionally pro‑bono. The firm also participates in TD Ameritrade’s institutional program for custody and operational support, which provides access to institutional custody and service arrangements.
To learn more about the advisors currently working at Hochstrat Investments 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 |
|---|---|---|
Midvale, ID
| 10
|
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