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.
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
Gary Hokin is President, Principal and Founder of Hokin Investment Advisors and First Sovereign Securities Corp. He has...
Jon Hokin is an Investment Advisor Representative of Hokin Investment Advisors and is a Registered Representative of...
Joel Mathews is an Investment Advisor Representative of Hokin Investment Advisors. He is also the CFO/COO, a Principal...