HawkPeak®
HawkPeak® Investment Consulting Group (ICG) is an independent financial services intermediary centered on wholesale investment management & consulting services; asset acquisition strategies (AUM) for investment managers through tactical distribution™ and consulting services.
The art of distribution - having industry experience and the know-how and relationships (currency) to bring buyers and sellers together via distribution and consulting services. Finding and cultivating boutique investment managers and helping them grow AUM through strategic partnership is HawkPeak's primary focus.
Technology solutions and asset management products and services. Decidere.com/www.decidere.com is one such solution - a web-based empirical tool for investment manager search and selection utilized for portfolio construction.
Finding, cultivating, and connecting best-in-class asset managers and technology solutions with professional buyers both retail and institutional is HawkPeak's value proposition - relationships remain the most valuable currency in financial services. Also paramount is understanding how to navigate in this landscape given industry know-how, experience, and intellectual capital.
Innovation and major shifts in the financial services industry continue to unfold; ETFs (Exchange Traded Funds) are the fastest growing segment in financial services, Managed ETF (Managed ETF Portfolios) Portfolios is the fastest growing sub-set. Modern Portfolio Theory and diversified portfolios still hold a place in strategic portfolio allocation, yet tactical asset allocation and Managed Beta™ have taken on an increasingly dramatic roll given the year over year growth metrics in these types of strategies.
Full profile link: www.linkedin.com/in/hawkpeak.
®
The art of distribution - having industry experience and the know-how and relationships (currency) to bring buyers and sellers together via distribution and consulting services. Finding and cultivating boutique investment managers and helping them grow AUM through strategic partnership is HawkPeak's primary focus.
Technology solutions and asset management products and services. Decidere.com/www.decidere.com is one such solution - a web-based empirical tool for investment manager search and selection utilized for portfolio construction.
Finding, cultivating, and connecting best-in-class asset managers and technology solutions with professional buyers both retail and institutional is HawkPeak's value proposition - relationships remain the most valuable currency in financial services. Also paramount is understanding how to navigate in this landscape given industry know-how, experience, and intellectual capital.
Innovation and major shifts in the financial services industry continue to unfold; ETFs (Exchange Traded Funds) are the fastest growing segment in financial services, Managed ETF (Managed ETF Portfolios) Portfolios is the fastest growing sub-set. Modern Portfolio Theory and diversified portfolios still hold a place in strategic portfolio allocation, yet tactical asset allocation and Managed Beta™ have taken on an increasingly dramatic roll given the year over year growth metrics in these types of strategies.
Full profile link: www.linkedin.com/in/hawkpeak.
®Alis volat propriis ad infinitum ... He flies by his own wings to infinity, i.e., without limit.
Favorite Quote:
Favorite Quote:
“The two most powerful Warriors are Patience and Time”, Leo Tolstoy
HawkPeak's Motto: Artes, Scientia, and Veritas (Arts, Knowledge, and Truth).HawkPeak's Client Commitment: Client Dedication, Personal Service, A Written Business and Marketing Plan, Suitable and Transparent Recommendations, Full Disclosure, and Loyalty.
HawkPeak's Principles: Client Focus, Respect for the Individual, Teamwork, Responsible Citizenship, Loyalty, Integrity, Diversity, and Democratic Thought Leadership.
HawkPeak's Principles: Client Focus, Respect for the Individual, Teamwork, Responsible Citizenship, Loyalty, Integrity, Diversity, and Democratic Thought Leadership.
Investment Advisory Services offered through Monticello Investment Services, Inc. (MISI) a SEC RIA.
Securities offered through MidAmerica Financial Services, Inc. (MFSI) Member FINRA & SIPC
MISI & MFSI are affiliated. MISI & MFSI are not affiliated with HawkPeak Consulting Group.