2010 Keokuk Street
While our primary role is investment management, we believe it is essential to coordinate our clients` investment strategies with their overall financial situation. Traditional investment professionals take a focused approach; they often monitor portfolios according to a limited number of investment objectives and do not become involved in other aspects of their clients` finances. In our initial free review, we obtain detailed information about our clients` assets, liabilities, income and expenses. We discuss their short- and long-range goals, assess their tolerance for risk and develop a coordinated investment strategy.
Our professionals have extensive backgrounds in taxation, estate planning, and investment and risk management. We have the knowledge and experience to create strategies which help to optimize our clients` various goals. We maintain close contact with many of the industry`s other leading investment professionals with whom we discuss market and economic trends.
It seems logical to assume that before one would begin construction of a house there would be a blueprint to guide the process. Unfortunately, many investors assemble their portfolios in a piece-meal fashion by selecting products touted by salespeople, newspaper ads or magazine articles. We work with our clients to develop a strategy, which sets goals and provides benchmarks before the investing process begins or continues.
We work for the client. As independent financial professionals the overriding principle which guides all of our actions is our responsibility to the client. Other purveyors of financial products are often faced with tremendous pressure to first serve the needs of their employers. True objectivity is what our clients demand and that is what they get.
Our orientation and history demonstrate an enduring relationship with our clients. Our modest size allows us to deliver a degree of service, flexibility, and close attention to detail seldom found in larger institutions. We are not just a voice on the phone or an anonymous 800 number. In short, we know our clients. Many new relationships with Hawkeye Brokerage have begun because our clients have been frustrated by the lack of personal knowledge and attention provided by their previous representatives. Our firm is managed by our agents who are fully accountable for the long-term performance of our clients` investment portfolios.
We endeavor not only to help build wealth for our clients through sound investment recommendations, but also to retain wealth, through sound tax and estate planning strategies.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.