TACTICAL ASSET MANAGEMENT FOR OPTIMAL RESULTS

We know there’s more to investing than just “buy and hold,” or “buy and hope.” That’s why our approach includes the flexibility to actively invest across diverse asset classes with a strong emphasis on risk management, and the ability to add value in both up and down markets. The investment philosophy of Hoskins Wealth Management is deeply rooted in a diversified and dynamic approach that adapts to changing market conditions.

The Risk Managed Portfolios at Hoskins Wealth Management focus on the active movement of capital, to attractive areas from unattractive areas. Hoskins Wealth Management strives to provide institutional-level investment advice and wealth management services which are in the best interest of each client. Our goal is that any and all advice provided is presented in the most cost-efficient way possible.

RISK MANAGEMENT IS INTEGRAL TO SUCCESSFUL WEALTH MANAGEMENT

The Hoskins Wealth Management approach has the flexibility to actively invest across diverse asset classes in order to seek the highest potential of positive returns, while attempting to avoid areas of increasing potential for loss of principal.

THE IMPORTANCE OF THE THIRD PARTY CUSTODIAN IN ASSET MANAGEMENT

Risk Managed Portfolios at Hoskins Wealth  are held in separate accounts in the client’s name, offer anytime accessibility, and are supervised by third party custodians, such as TD Ameritrade Institutional. One of the most important partnerships in any financial relationship is that of the custodian. A custodian is a financial institution responsible for holding and safeguarding a firm’s or individual’s assets.

Third party custodians ensure that securities are properly held in your account. Trades are made on your behalf by HWM and our agreed upon third party institutional money managers based on the tolerance for risk stated in your investment objectives.  Our goal is to help protect and grow your accounts. Hoskins Wealth Management respects and appreciates the trust that our clients place in us in the management of their life savings, and that’s something we do not take lightly.