Letter from the Founders
We are often asked “what makes you different” and/or “why did you choose the tagline Freedom to Focus” for your firm?” If you are wondering about those questions, we are happy to explain.
First and foremost, we did it because what most people we speak with are looking for is the freedom to focus on their personal and professional life – without having the extra burden that may come from trying to do all of their financial planning and investment management on their own.
As trusted advisors, we can take the reins, relieve you of the day-to-day details, and help you live your life to its fullest. Your peace of mind, your sense of comfort and confidence in your financial situation is paramount and drives what we do every single day.
Many of our clients have been working with us for years; first, second and even third generations of families who value the continuity and the personal relationships that have deepened over time. People grow and change, life and career transitions happen, expected and unexpected events create new realities.
We are client advocates, providing counsel and adjusting plans as necessary with a caring, personalized touch. We recognize that serving clients’ best interest is the most important part of our efforts.
Having established ourselves as an independent SEC-Registered Investment Advisory firm, we are truly able to serve as fiduciaries, putting clients’ interests first 100% of the time – and that gives US the freedom to focus on what matters most to us: our clients and what will truly serve them best.
Our clients are the focus of everything we do at Hicks Capital Management.
As you get to know us, you will see just how committed we are to delivering wealth management with a human touch, grounded in Midwest values. It’s just who we are.
Let us give YOU the Freedom to Focus on what matters most to you!
T.D. and Jason