Wealth management for successful families


"Someone is sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett


Welcome to the Hoselton Nehl Group website

We help create financial security and peace of mind for successful families and small institutions by helping them plan, administer, and manage their wealth. We are comprehensive portfolio planners, and believe that client wealth is best managed in the context of clear organizing principles and with a strong handle on portfolio risk. We rely on conservative investment principles as we customize and optimize each client’s portfolio to suit individual needs and objectives.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Gain financial flexibility

Be prepared for almost any financing need by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this smart, yet potentially untapped source of opportunity. 

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.

 

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation please contact us.

Meet our team

Learn more about The Hoselton Nehl Group.


 

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