Dorchester, MA Office

Hoopoe Advisors provides comprehensive wealth management and financial planning primarily for individual and high‑net‑worth clients, and also works with a limited number of charitable organizations, small businesses and pension/retirement plan clients. Its services include portfolio management (discretionary and non‑discretionary), financial planning, and retirement plan advisory, commonly billed as a percentage of assets under management or through a wrap‑fee program.

The firm tailors investment strategies to client goals and risk tolerances using a mix of mutual funds, ETFs, REITs, equities, fixed income and alternative investments, and employs fundamental, technical and cyclical analysis with both long‑ and short‑term trading as appropriate. Accounts are reviewed and rebalanced on a regular basis, and the firm manages both custodied and “held‑away” assets using third‑party platforms and order‑management tools to implement tax‑efficient asset location and opportunistic rebalancing.

Hoopoe Advisors is notable among similar team firms for several affiliated business activities: it sponsors a wrap‑fee program, maintains an affiliated broker‑dealer through which some representatives can sell commission products, and is affiliated with a real‑estate investment manager that sponsors property investment entities. The brochure discloses these relationships as potential conflicts of interest and identifies compliance oversight and fiduciary duties as the primary means of mitigation, while noting clients are not required to use affiliated products or intermediaries.