Serving All of Your Financial Needs

Your investments are important to us. At Huntwicke Advisors, we design portfolios that meet your risk tolerance, income needs, time horizons, and investment objectives. Our strategies are typically managed with a blend of growth and income-oriented investments. We remain pro-active throughout the life of your investment, making tactical decisions such as raising cash to help avoid bear market draw downs. Together, we'll coordinate your overall tax situation with your portfolio management.

Retirement

We are committed to helping you make the transition from wealth accumulation to your retirement (both distribution and income) phase of life! We'll help accomplish this by making a careful analysis of a current and future cash flow needs. Whether you are currently retired, or anticipating doing so within a few years, let us help you get there. We look forward to delivering you peace of mind and a long, happy retirement.

Learn More

 

Growing your money

Take charge of your finances with us on your side. We combine economic, technical, and quantitative analysis to make well-informed strategic decisions about where to allocate your portfolio for maximum results. Focusing both domestically and abroad allows our team of experts to identify which global markets are most favorable to guide investment strategies. We make tactical adjustments to avoid significant draw downs in bear markets if we believe there are enough “signals”-meaning extra protection for your investment in the long term.

Our portfolios may consist of:

  • Stock ETF's (Exchange Traded Funds)
  • Bond ETF's
  • Individual stocks
  • Bond Mutual Funds
  • Index Mutual Funds
  • High Yield Bond Funds

Learn More

 

Income

When you retire, you'll need a steady cash flow to meet your daily requirements. At Huntwicke Advisors, we are continually researching innovative strategies to provide regular and consistent income options-always while focusing on capital preservation.

Our income strategies may include:

  • High Yielding Dividend stocks
  • Preferred Stock ETF's (Exchange Traded Funds)
  • Bond Mutual funds
  • Individual bonds
  • Fixed income ETF's (Exchange Traded Funds)

Learn More

Small Business Retirement Plans

Whether your company is made up of 1 employee or 100, we can help in selecting a plan that's the perfect fit for your needs. We provide a detailed review of the various types of retirement vehicles for small business owners, and conduct an analysis of your current enterprise to help determine an effective plan for your particular situation.

Our retirement plans may include:

  • Simple plans
  • 401k plans
  • SEP IRAs

Learn More

 

Education Planning

Meeting the costs of higher education is a common concern. We can help you tackle the problem head-on by developing a realistic estimate of what those expenses might be, and then implementing an investment program to help you meet those costs. We'll draw from a variety of different options that help in education planning-including 529 Saving Plans.

Learn More

 

Charitable Giving Guidance

If you are serious about championing the cause of an important charity, having an investment portfolio managed specifically for charitable-giving purposes will maximize your tax benefits. We'll work with you to develop the most appropriate program to help you achieve your objectives.

Our Charitable Giving Guidance requires a minimum investment of $5,000.

Learn More