Our Philosophy
The HK Investment Group believes in a long-term investment philosophy, aiming to build your wealth over a period of time rather than short, unpredictable bursts. This involves balancing the overall risk in your portfolios by investing in a diversified mix of stocks, bonds, cash, and alternatives. We are committed to periodically reviewing your portfolios with you to help ensure you are still on track toward your goals.
We understand that you, or someone you love, has worked hard for your wealth. The HK Investment Group creates investment strategies with the goal of growing your wealth while also mitigating risk to what you have already built.
Each of our financial advisors holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Diversification does not ensure a profit or protect against loss.