Hawk100, an independent registered investment adviser based in Dublin, Ohio, is organized as an Ohio limited liability company and has been providing investment advisory services since 2004. Richard A. Clemens, CFA CPA is our principal owner and sole LLC member.
The founding purpose for Hawk100 is to help individuals and families align wealth with life.
For each Member we serve, Hawk100 creates Your Wealth Alignment Plan to form a framework for wealth advice. It promotes prudence, discipline, systematic practice, and strategic focus to help you attain your life purpose.
Hawk100 provides Members continuous, fully discretionary investment advice. For assets held in accounts where you grant discretionary authority to Hawk100, we invest, sell, and reinvest proceeds in investments, at our discretion without obtaining your prior confirmation of any proposed action. We act as your fiduciary, serving your interests before our own, to create an efficiently diversified, professionally managed investment portfolio. Hawk100 regularly monitors and rebalances each Member portfolio consistent with strategies designed in Your Wealth Alignment Plan.
We reserve membership exclusively for 100 clients who desire a comprehensive approach to align their wealth with their life.
Hawk100 offers wealth advisory services—continuous, fully discretionary investment advice; periodic, non-discretionary investment advice; and comprehensive, personal financial advice—through the choice of two service levels, HawkHunt and HawkNest.
Both service levels meet our firm belief that you deserve a level of service that transcends traditional wealth advice through a membership experience that is personally and financially rewarding. Our path is simple. We work to set goals and manage finances to achieve them. We develop financial goals for our members, then provide accurate, focused financial reporting with regular communication along the way to help you align wealth with life.