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HawkHunt. Complex advice for mature wealth.

Like many as you mature, you may discover a higher life purpose, and you may be more discerning with how to use your wealth to achieve that purpose.

At Hawk100, we believe every Member deserves the level of service that he or she desires and requires, and we tailor our services to your individual demands.  For our Members who have mature wealth and are seeking wealth advisory services to answer complex circumstances, Hawk100 tailors wealth advice through its HawkHuntSM service level.

Your Wealth Alignment Plan.

For HawkHunt, Your Wealth Alignment Plan guides our advice to address complex wealth planning needs. In addition to commonly encountered matters, your plan development answers questions that explore unique and challenging aspects of your personal situation.  We explore and analyze present facts and conditions and seek in-depth understanding of your aspirations for your wealth and life. We advise behaviors, actions, and choices to help you align your wealth with your life.  Your Wealth Alignment Plan sets forth a purpose-driven investment strategy designed to your unique objectives and risk tolerance and provides strategic guidance to whatever detail you wish.

Continuous, fully discretionary investment advice.

As an independent registered investment adviser, we act as your fiduciary–always placing your interests before our own–to exercise full discretion on your behalf.  You hold your assets in accounts at a qualified custodian or brokerage firm.  For those accounts, you grant authority to Hawk100 to transact in investments at our discretion without obtaining your prior confirmation.  Our authority is restricted to that which you expressly grant.

Types of investments.

For Members accepted for HawkHunt service, we implement your investment strategy using fundamentally valuable selected securities and exchange-traded funds (ETFs) that we use to efficiently construct diverse portfolios.  We utilize put and call options, margin, and hedging to refine your investment portfolio risk management.  We may invest in other assets including mutual funds, exchange-traded notes (ETNs), unit investment trusts (UITs), or any asset for which you request advice.  We follow disciplined practices to ensure that recommended assets are suitable for your objectives, risk tolerance, and constraints.

Periodic, non-discretionary investment advice.

Hawk100 provides periodic, non-discretionary investment advice.  Members may hold securities in accounts outside the scope of Hawk100 discretion. You may request that we provide analysis and make recommendations regarding those accounts.  You are under no obligation to implement that advice with Hawk100, and you may choose whether and how to implement the advice.

Hawk100 offers this service to HawkHunt Members at no additional fee.

Comprehensive, personal wealth advice.

Hawk100 provides comprehensive, personal wealth advice.  Members engage in endeavors that elicit advice regarding matters other than investments.  To provide such advice, Hawk100 gathers information from the Member then advises specific behaviors, actions, or choices that enables the Member to meet stated objectives.  This advice usually derives from Your Wealth Alignment Plan.

Hawk100 offers this service to HawkHunt Members at no additional fee.

If you still have questions, please know Hawk100 is happy to answer them. Please contact Hawk100, or call us.