About Us

Hokin Investment Advisors is a privately-held, registered investment advisory firm located in Northbrook, Illinois.

At Hokin Investment Advisors, you will find a team of caring, down-to-earth professionals with expertise in investment and wealth management. Our goal is for a combined effort working together to protect and shape your financial future and to convert ideas into a plan of action with a cohesive, momentum-based strategy designed to help you maximize your performance now and as you move into the future.

As with life, investing and planning for your future can be an uncertain journey. For over 20 years, we have combined our rigorous and disciplined investment methodology with insightful financial planning to consider the totality of our client’s financial lives. We know what is required to successfully navigate life’s many transitions and the complexities of investing in today’s globalized world.

…your agenda is our agenda

 

Our Services

 

Insurance Planning

Life happens, and at various stages you’re going to need protection. To safeguard your assets and the ability to create additional assets, we can analyze the type of insurance that’s right for you.
 

401k Plans

Providing your employees with an opportunity to save for a secure retirement while enhancing your ability to retain your current employees and making your company more attractive to prospective applicants.
 

Retirement Planning

The process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Being prepared mentally, socially, emotionally and physically are an important part of being financially ready for your retirement.
 

Investment Planning

Custom tailoring portfolios by placing your assets into the proper investment vehicles based on your future goals, time horizon and priorities. This also takes into account asset protection and safety as well as liquidity and level of return to meet your needs and goals.

We are committed to securing your future

For over 20 years, we have combined our rigorous and disciplined investment methodology with insightful financial guidance to consider the totality of our clients’ financial lives.

Get in touch to see how we can add more certainty to your financial future.

WHY WE CARE

Our investment philosophy is built on the fundamental beliefs that investors should be rewarded for the risks they take and avoid potentially disastrous risks while working toward their goals. Our analysis and portfolio construction process seeks to balance the investor’s tolerance for risk with their need and desire for returns. We believe portfolios should be objectively constructed using the most efficient investments for producing risk adjusted returns.

Our clients need unbiased and experienced advice. We use skill and financial tools, along with client-specific perspective, in order to meet their objectives with the appropriate strategies. We believe that a disciplined process of portfolio diversification can help mitigate the risk of investing in financial assets. Our advisors support both strategic and tactical asset allocation strategies since each may support our client’s preferences.

What's Your Risk Number?
Capture your risk tolerance and see if your portfolio fits you.

After pinpointing your Risk Number, we’ll tailor a unique portfolio that aligns with your personal preferences and priorities, helping you to comfortably meet your financial goals

Meet the Team

President, Investment Advisor Representative and Registered Representative

Gary Hokin is President, Principal and Founder of Hokin Investment Advisors and Nikoh Securities Corporation. He has...

Investment Advisor Representative and Registered Representative

Jon Hokin is an Investment Advisor Representative of Hokin Investment Advisors and is a Registered Representative of...

Investment Advisor Representative and Registered Representative

Joel Mathews is an Investment Advisor Representative of Hokin Investment Advisors and a Registered Representative of...

New On Our Blog

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other. But retirement is a decision that should be carefully thought out. Here are some things to consider when deciding whether to retire at the same time as...
Resources: https://blog.mint.com/how-to/how-to-organize-your-tax-records-and-receipts-0214/ http://money.howstuffworks.com/personal-finance/personal-income-taxes/how-to-organize-your-taxes-and-money.htm http://www.quickanddirtytips.com/money-finance/saving-spending/3-steps-for-organizing-your-financial-and-tax-records http://www.cbsnews.com/news/how-to-organize-your-tax-records-now/ https://www.entrepreneur.com/article/225900 *This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own...