Investment Management

Hopwood Financial has a disciplined, long-term approach to investing. We strive to participate in good markets and protect in down environments.

Markets can be volatile in the short term, thus we believe that buying quality securities at good prices and holding them for the long term is the best way to create and preserve wealth. Our goal is to provide you with superior risk-adjusted returns over time.

Rates of return are only part of our ongoing relationship with you.

It is absolutely essential that we clearly understand your goals so that we can create an effective plan to meet them. We work closely with you to develop an investment plan, structure your portfolio, and continually monitor and manage it. 

The investments that we typically use in portfolios include individual stocks, individual bonds, active and indexed mutual funds and ETFs, and other institutionally exclusive instruments.

Visit our Resource Center