To say that the past 18 months was crazy could be the understatement of the century. We had to change the way we worked, educated our children, and interacted with friends and family.
At some point there’s a little alarm bell that goes off in our heads awakening us to something that we know is there, yet to which we have not paid close attention.
A Qualified Retirement Plan (QRP) is an employer sponsored retirement plan (e.g., 401(k), 403(b), Government 457(b), Defined Benefit, Trustee Directed Profit Sharing, Pension, etc.).
My 401(k) has a large balance and I want to explore my options.
To say that the past 18 months was crazy could be the understatement of the century. We had to change the way we worked, educated our children, and interacted with friends and family.
At some point there’s a little alarm bell that goes off in our heads awakening us to something that we know is there, yet to which we have not paid close attention.
A Qualified Retirement Plan (QRP) is an employer sponsored retirement plan (e.g., 401(k), 403(b), Government 457(b), Defined Benefit, Trustee Directed Profit Sharing, Pension, etc.).
I've inherited a considerable sum and I'm seeking advice.
Warren Buffet has a famous quote about inherited wealth, and it goes something like this. “Leave your children enough money so they can do anything, but not so much that they can do nothing.”
A Qualified Retirement Plan (QRP) is an employer sponsored retirement plan (e.g., 401(k), 403(b), Government 457(b), Defined Benefit, Trustee Directed Profit Sharing, Pension, etc.).
We know that financial and investing decisions can be difficult for most folks. With Hodges Private Client by your side, you will have the confidence necessary to take control of your money and your future. Perhaps you’re seeking advice for an alternative to your 401(k)? Have you come into an inheritance? Are you looking for guidance in navigating the ever-changing market environment?
No matter your life stage, you are in the right place.
Why Hodges?
We Are Flexible
Your needs are our priority.
Every investor has unique needs. Some want growth or cash flow, while others might want to avoid certain industries or companies. At Hodges Private Client, investment management starts with you. We take the time to understand your long-term goals and specific needs. Only then can we create a portfolio recommendation that focuses on your goals and adapts as markets change.
We Are Thoughtful With Our Investment Strategy
A research-based approach that is unique and hard to find.
Many of our competitors steer their clients into a large array of mutual funds, Exchange Traded Funds (ETFs), or other pooled investment products. Under this method, the advisor has no direct decision-making responsibilities on the actual investment outcomes. We feel that this is a disservice to the client on both the investment strategy and fee transparency.
You deserve an investment manager who goes the extra mile. Our methods incorporate a rigorous research process and then directly investing into a portfolio of stocks. Having a time-tested and repeatable research process is one of the keys to long-term investing success.
We Are Dynamic
Adapting to keep you ahead of a changing market.
Many investment advisors stick to one style of investing, such as growth, momentum, or value. But what happens when their style falls out of favor? That’s when narrow specialization could hurt your portfolio returns. Hodges Private Client prefers a dynamic approach that can keep pace with our forward-looking market views.
You can read (and reread) this all-encompassing playbook about market corrections for years to come, and at the end say to yourself, “Yep, this is exactly what’s going on.”
We are not in the business of debating public policy or global events. Yet we are in the business of interpreting their effects on the financial markets and specific sectors/industries.
