We apply a rigorous rules-based, data-driven approach to grow your nest egg, while seeking to minimize downside market volatility. Seeking to minimize downside volatility does not mean you have to sacrifice growth.
We are vigilant investors, so you don't have to be.
In the realm of asset management, our approach is meticulously crafted, setting us apart from the norm. Many advisors rely on investment decisions they made months ago. This approach, however, lacks the depth and precision necessary for effective portfolio management.
Today's markets move fast. A lack of vigilance is negligence. Our detailed, written investment management process is the structured methodology that your portfolio needs. Our rules-based approach provides the roadmap to help eliminate emotional based investment decisions.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 1145 Executive Circle,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- Miami.
- HQ
- Cary, North Carolina
Hicks & Associates Wealth Management, Llc Questions
Hicks & Associates Wealth Management, Llc's website is https://www.hicks-associates.com/
Hicks & Associates Wealth Management, Llc's LinkedIn profile is https://www.linkedin.com/company/hicks-associates
Hicks & Associates Wealth Management, Llc has
1 employees.
View email and phone details for 1
employees at Hicks & Associates Wealth Management, Llc.
Hicks & Associates Wealth Management, Llc's industry is
Investment Management
Hicks & Associates Wealth Management, Llc's top competitors are
Guerra Wealth Advisors,
Resource Options, Inc.,
Newton Academy,
Driven By Dckap Podcast,
Finra,
Revops Co-Op,
Nolte.
Hicks & Associates Wealth Management, Llc's categories are Investment Management
Hicks & Associates Wealth Management, Llc's founding year is 2020
