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Working with Hoogenboom Wealth Management allows you to tap into our expertise and guidance when selecting investments. Whether through active investment management or our brokerage platform, we can help you make informed decisions aligned with your goals, risk tolerance, and market conditions. With our support, you can navigate the complex financial landscape and gain access to personalized investment strategies, ultimately increasing the potential for long-term success.

Managed Accounts

Hoogenboom Wealth Management offers a range of benefits through its active investment management approach. With a team of experienced and knowledgeable investment professionals, our firm strives to provide clients with a personalized and proactive investment strategy. By actively managing portfolios, we aim to identify and seize opportunities in the ever-changing financial markets, maximizing potential returns. This approach allows for timely adjustments to investment strategies based on market trends, economic indicators, and individual client goals, ensuring portfolios remain aligned with changing market conditions. Through rigorous research, careful analysis, and ongoing monitoring, our team seeks to mitigate risks and enhance long-term investment performance. Clients also benefit from regular communication, tailored advice, and transparent reporting, fostering a strong client-advisor relationship. With Hoogenboom Wealth Management's active investment management platform, clients can feel confident that their investments are being actively and diligently managed to help them achieve their financial objectives. The account minimum for our managed platform is $100,000.

Brokerage Accounts

For clients with smaller investment accounts, Hoogenboom Wealth Management offers a brokerage platform that provides access to passive mutual funds and ETFs. This option is designed to cater to individuals who may not meet the account minimum for the actively managed platform. By leveraging the benefits of passive investing, clients can benefit from diversification and cost-effective exposure to a wide range of asset classes. With the brokerage platform, clients have the opportunity to invest in a variety of high-quality mutual funds without incurring management fees. Our team of knowledgeable advisors is available to guide clients in selecting suitable funds based on their risk tolerance, investment goals, and time horizon. Additionally, our firm provides ongoing support, regular performance reporting, and a user-friendly interface to help clients track their investments. With our brokerage platform, clients can still access professional expertise and quality investment options, even with smaller account sizes, enabling them to take steps towards achieving their financial aspirations.

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