HawkPeak® is an independent financial services intermediary centered on wholesale investment management, consulting services, and venture capital geared towards emerging investment managers; asset acquisition strategies (AUM) for investment managers through tactical distribution™ and consulting services.
HawkPeak, LLC, HawkPeak®, HawkPeak® Consulting Group, and HawkPeak® Distributors, LLC et al is an independent financial services intermediary keenly focused on investment advisory, investment management, financial products, and consulting services.
HawkPeak® offers investment management and consulting services - advice and guidance centered on helping boutique asset and investment managers define strategies for asset acquisition; sales, marketing, and investment distribution/wholesaling.
Over 26 years of industry experience, know-how, relationships, and a proven history of success. Decide - Commit - Succeed; Start - Build - Monetize.
Entrepreneur, venture capitalist, and angel investor; venture investor for small boutique best-in-class investment managers looking for scale and strategic advice, guidance, distribution, and partnership.
The art of distribution is both science and art; 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. Relationships remain the most valuable currency in financial services. Also paramount is understanding how to navigate and connect the pieces in the ever changing landscape given industry know-how, experience, and intellectual capital.
Innovation and major shifts in the financial services industry continue to unfold; ETF's and Managed ETF Portfolios are 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.
Alis volat propriis ad infinitum ... He flies by his own wings to infinity, i.e., without limit.
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.
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.
I pledge allegiance to the Flag of the United States of America, and to the Republic for which it stands, one Nation under God, indivisible, with liberty and justice for all.
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