Cory Reader's Contact Details

Cory Reader's Company Details

HK Wealth Management, Inc.

, , US • 5 - 9 Employees
Investment Bank/Securities Brokerage

A Registered Investment Advisor.The answer is YES!Is it possible to get a better return in your portfolio with less systemic risk?"That is precisely what HK Wealth Management, Inc. strives to deliver. Our advisors, partners and affiliates specialize in all areas of money management, wealth building and generational preservation."Our Motto: "Invest for growth, but more importantly mitigate losses, if we do that then returns will take care of themselves."Investment Account Custodianship: One of many ways we reduce client risk is by never taking custody of your money. We primarily utilize the Charles Schwab Institutional Platform for the custodianship of your accounts, which means all client accounts are established and held directly at Charles Schwab. We do not hold any client accounts internally at HK Wealth Management.Actively Managed Individual AccountsThe necessity to have some kind of active management in portfolios became so obvious, that HK Wealth Management, Inc., was established to help find the right kind of management for investors who have suffered the catastrophic effects of a "buy and hold" mentality in a market that does not care at all whether their accounts go up, down or sideways. This is accomplished through a different approach to investing, the Individually Managed Account, or IMA. An individually managed account is tactically or strategically administered by an investment manager who has the responsibility to allocate the funds accordingly for the purposes of minimizing risk and maximizing return. Capital preservation is so important in down markets, maybe even more so than making money in up markets. In an individually managed account, the investment manager is not mandated to keep money in harm's way when it makes sense to move it to a position of safety. This is key! While this is not a new concept, it has rarely been available to most investors because of the minimum dollar amounts required.