We truly believe comprehensive wealth management starts with a financial plan.

OUR STORY

Hickory Hill Capital was founded from an idea sparked on the wealth management floor at Morgan Stanley in New York City. Could you take the leading-edge investment management from Wall Street and strip out the firm backed incentives to create the most cost, risk, and tax efficient portfolios for clients? With the large investment firms incentivizing financial advisors to use model portfolios and the firm’s own investment products, are the advisors really choosing the best investment allocation for clients? Hickory Hill Capital has taken the most efficient parts of Wall Street and combined it with unbiased and independent investment research. Utilizing LPL Financial, the largest broker dealer for independent advisors, Hickory Hill Capital is able to provide customized investment portfolios using the top research from the largest investment banks while not being tied to a single one.

OUR APPROACH

  • Our relationship begins with a thorough understanding of you and your family’s financial picture, lifestyle, and goals.

  • We work with you through multiple meetings and develop a plan to pursue the goals you envision.

  • We implement investment, retirement, cash management, insurance, and estate planning solutions that best fit your needs.

  • Achieving your goals requires persistent attention and flexibility. We continue to monitor progress and adjust as life evolves, markets and tax laws change, and priorities shift.

financial planning

Our main goal is to not only help grow our clients’ assets but most importantly to protect them from two things: market meltdowns and unexpected life events. After an introductory meeting, we like to set up a “Visions & Values” conversation where we look for two points: Potential train wrecks that could come along and derail a client’s plan and potential opportunities either during lifetime or at death to take care of and / or help loved ones. From this very important discussion we work together to build out a comprehensive financial plan that is based around risk management, estate planning, and investment management.

Investment Approach

We believe the most efficient path to investing is to focus on what we can control: Taxes, Fees, and Risk. Once we have gained a clear understanding from the client of their full financial picture, we set out to build a customized portfolio to match their current needs while also building towards their future lifestyle and goals. All our investment portfolios derive from a majority of individual stocks, bonds, and ETFs. This allows for increased tax efficiency and minimal fees to the client. We avoid utilizing mutual funds and third-party investment managers that drive up investment costs and taxes. As fiduciaries we are not incentivized to use any specific products. We are NOT commission based. We are FEE only advisors. Our fee structure is completely transparent, and our compensation is directly tied to the client’s performance.