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Hodges Private Client

When You're at Hodges, You're Home

Who We Are

After spending the better part of 30 years managing portfolios for institutional-class investors, we have taken that knowledge directly to the individual investor.

The Hodges Family has enjoyed a long history in the money management business starting with the late Don Hodges. He started in the business back in 1960 and over the ensuing decades, honed a research process that we still use today. The tenure of our organization is quite deep, with most of our key people having multiple decades of experience. In fact, the average tenure of our portfolio managers is 30 years. We have had to navigate through countless market cycles, and our clients appreciate the rigorous research approach that we use.

HCP Clock Face

What We Do

 

We operate as a Registered Investment Advisor (RIA), and as such, must act in a fiduciary capacity with our clients. In short, this means that we must put the interests of our clients first and foremost. We accomplish this by leveraging our internal research capabilities to find the most relevant opportunities for the current market environment. Whether you are in the wealth accumulation phase of your life or in the retirement income generation mode, we have a portfolio to fit your needs.

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What We Do Not Do

 

We are not in the business of selling or promoting financial products with hidden fees or sales charges, as this invites potential conflicts of interest. We also feel that the advisory industry has become far too reliant on the extensive use of funds and other products as a means of accessing the financial markets. Product-driven investment portfolios tend to invite additional costs, are all too common, require little expertise to construct, and are devoid of any specific strategy. By not managing in this way it actually sets us apart from most other advisors.

 

"An organization begins to die the day it begins to be run for the benefit of the insiders at the expense of the outsiders"

 

Peter Drucker

Hodges House IM
Investment Management
Commentary & Insights