What is Investment
Management?
Investment management is about creating and managing a personalized portfolio that evolves with your life goals, risk tolerance, and financial ambitions. Whether you're just starting out or seeking to optimize your wealth, we provide clear strategies to help you grow your investments over time, make informed decisions, and stay on track for the future you want.
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Why
Work With Us?
We welcome investors of all backgrounds, whether you're just starting or managing significant assets. We provide personalized investment strategies that go beyond basic portfolio management. Our approach includes educational guidance to help you make informed decisions and ensures that every strategy is tailored to your unique goals, financial situation, and risk tolerance. Whether it’s traditional asset allocation or exploring diversification opportunities, including alternative investments when appropriate, we focus on creating a plan that aligns with your vision and adapts as your needs evolve without an investment minimum.
What's included
Financial Education
Gain a clear understanding of investment principles to make informed decisions
Asset Allocation
Distribute your investments across different asset classes to balance risk and return
Portfolio Construction
Build a diversified portfolio tailored to your goals and risk tolerance
Risk Management
Identify and mitigate risks to protect your investments
Tax-Efficient Investing
Optimize your portfolio to minimize taxes and maximize returns
Hands-On Involvement
Stay actively engaged in your investment strategy with expert guidance
Ongoing Monitoring and Adjustments
Continuously track performance and adjust your portfolio as needed
Impact Investing
Align your investments with your values by supporting sustainable or socially responsible ventures
Behavioral Finance
Understand how your investment style and behavior impacts your decisions and long-term success
Innovative, Tech-Driven Solutions for Modern Financial Goals
No Investment Minimum
Whether you’re just starting or already have assets, we are committed to being your long-term partner and helping you build wealth over time.
Long-Term Focus
Our goal is to grow with you, providing personalized strategies that evolve as your financial situation changes.
Tech-Enhanced Transparency
Using modern tools to keep track and understand your investments in real time, with clear and transparent fees.
Simple Steps to Achieve Financial Success
01.
Discovery Session
Understand your goals, risk tolerance, and current financial situation.
02.
Getting Organized
Review your financials and existing investments for a complete picture.
03.
Personalized Plan & Implementation
Develop tailored strategies and execute by consolidating and optimizing investments.
04.
Ongoing Monitoring & Rebalancing
Regular reviews, adjustments, and rebalancing to keep your portfolio on track as your goals evolve.
We Have a Simple Plan Pricing
Need custom solution?
Investment Management
Assets Under Management Based Fee: A transparent percentage of your total assets held under management, calculated on a daily average.
$0 - $1,000,000
0.70%
$1,000,001 - $2,500,000
0.60%
$2,500,001 - and Above
0.50%
For clients with $500k–$1M in Assets Under Management (AUM), enjoy a 50% discount on financial planning fees.
For clients with over $1M in AUM, financial planning fees are fully waived.
Your Financial Success Blueprint
This checklist is designed to help you take control of your finances, whether you're just starting or looking to optimize your financial strategy.
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Elena Hawk
Elena Hawk, founder of Hawk Advisory, brings a rich background in business strategy, banking, and wealth management. As an immigrant and entrepreneur, she is dedicated to making financial planning accessible, empowering individuals and businesses to achieve financial success with ease. Elena's mission is to simplify complex financial tasks so clients can focus on their talents and personal growth.
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