Hicks & Associates Wealth Management
Financial Advising
Why pick this one
Hicks & Associates Wealth Management has been guiding clients through investment strategies for 24 years, focusing on risk management and active portfolio management.
Best for
- high-income achievers seeking professional portfolio management
- families nearing retirement looking for effective investment strategies
- investors wanting to move away from passive strategies
Look elsewhere if
- looking for a low-cost, budget-sensitive service
- require one-time financial advice without ongoing management
Specialties
- investment portfolio management
- customized financial advisory
- family office style approach
Certifications
- CFP
- CKA
- CMT
What makes them different
- they have a rules-based, data-driven investment approach
- they prioritize risk management in their strategies
- they provide a detailed written investment management process
- they are an independent firm free from proprietary product sales
- Years in business
- 24
Distilled from this business's own website.
Contact & Location
- Address
- 1145 Executive Cir, Cary, NC 27511-4586
- Phone
- +19198515512
- Website
- http://www.hicks-associates.com/
- ContactUs@Hicks-Associates.com
Services
- financial advising
- asset management