Accountability

We strive to be accountable, every day, to each and every client. This process starts from the moment we first meet to learn about your financial needs and carries through each and every day our clients afford us the opportunity to strengthen our relationship with them. Leaders are the ones who deliver more than they promise, not the ones who promise more than they can deliver. With that ideal in mind, we don’t make any claims or promises we can’t keep. We simply provide independent, unbiased portfolio management strategies to help meet the unique requirements of our clients.

Long-Term Perspective

Without a doubt, there are times when market action causes even the most savvy of investors to become a bit unsettled and to question their investment strategy. It is in times like these that financial planners can do one of two things. They can either allow the emotions of the investors to drive their decision-making or they can remain confident in their research and provide the client with reassurance and perspective. Our commitment to our long-term investment philosophy is constantly put to the test as markets perpetually fluctuate. However, our goal has always been to provide investors with a smoother ride towards focusing on reaching their long-term financial goals.

Respect

Financial services is most certainly a business built upon relationships and one of the fundamental components of a relationship is respect. Respect is not given, but rather earned. That is why the driving force behind every action of our firm is to earn the respect of our clients. It is our responsibility to respect each and every client to, in turn, earn their respect. How do we help to achieve this? By being honest and genuine; all the while helping to ensure there are no surprises along the way.

Understanding

“At Hawkeye Brokerage Center, it’s not about fitting clients into products or investment models; it’s about providing a strategy that’s right for you.” We could make that statement and call it a day. However, sometimes actions speak louder than words. We are absolutely dedicated to understanding our clients and always acting in their best interests with integrity. That’s why we offer portfolios that align a client’s values with their investments. That’s why the core foundation or our investment philosophy is based upon managing risk. Once we fully understand a client, we have thorough knowledge of their history, values, goals and priorities. And as a firm, we understand that flexible strategies are absolutely required to meet the infinite number of possibilities in helping clients achieve their life goals.