Chip Hoke

I help provide asset protection, retirement income planning and financial solutions to individual investors and their families. Through a comprehensive approach to managing wealth and a high level of service, I am able to address my client’s specific needs and help achieve their current and long-term goals.

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Investment philosophy

I believe a high quality diversified portfolio of equity and fixed income securities with alternative assets and cash in smaller proportions is the most effective way to preserve and grow assets over the long-term given a clients risk tolerance, goals and time horizon.

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