Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups and downs more effectively.
Your Journey
Let’s embark on a financial journey that’s as successful as it is rewarding.
As the hero of your financial journey, you deserve a guide with both wisdom and a touch of sophistication. At Hoot Wealth, we bring the sharp insight of an owl – helping you see the big picture while navigating each step with confidence and precision. With our expert guidance, you’ll make smart moves, tackle challenges, and soar toward your financial goals.
Our Philosophy
We believe a focused, flexible, risk conscious approach is the best way add value to client portfolios.
Across your tailored asset allocation, we blend the best of active, passive, idiosyncratic and systematic investing approaches with a long-term mindset to help you get from here to there, with confidence. Uniquely, we complement a diversified global portfolio with a core of deeply researched, high-conviction individual stock selections in special businesses that we believe are capable of special results.
Why Hoot
We bring wisdom, problem solving, care and a dash of optimism to your dynamic financial life.
We’ve built our firm how we’d want our family to be served: unparalleled access to your trusted partners, an unconstrained investment program with a core competence in investment management, and robust technology that helps you feel in control and helps us serve you better. We’re in this for you, and with you, and we carry a belief that if we’re not having fun along the way, we’re doing it wrong.
Our Services
Investment Management
We invest your assets according to your goals, objectives, risk tolerance and preferences. Our in-house investment team selects a mix of assets and investments, continuously monitors them in the context of your time horizon and the current investing climate, and rebalances in a disciplined manner.
Financial Planning
Planning is the process of learning what makes you happy, assessing your current financial situation, forging an initial path to bridge these two, and making the inevitable adjustments along the way. We provide ongoing support and guidance to help you make sound financial choices and have enough confidence in the future to live fully, today.
HOOT 30
The Hoot 30 is our internally managed equity strategy. We aim to identify and own around 30 special businesses capable of producing special results, with the goal to compound client capital at a superior rate while taking prudent risks.
Blogs
Inflation can feel inescapable these days. For most of us, it also feels like inflation is higher and more persistent than it actually is.
How many of your financial choices are based purely on logic? It could be fewer than you think.