Value Statement
At The Hub Investment Group (Jeff Jacobson, Ellen Takagi, Molly Solari, and Liam Hurley), our team works with clients to understand their investment goals. Then, we design individualized portfolios to meet your objectives using a broad range of appropriate investments. In addition, we educate clients on their investments and the strategies required given the “new normal” global economy. This is a perspective that we believe is necessary for responsible growth.
Mission statement
Our mission at The Hub Investment Group is to deliver proactive and timely service to professionals and their families and to seek returns commensurate with each client’s needs, goals and tolerance for risk.
Planning for families requires a multi-generational perspective and a holistic approach to wealth management. Working with your family involves a meaningful knowledge of its history, challenges and accomplishments, as well as your concerns and your aspirations.
Investment philosophy
Great long-term results are only achieved with a constant eye toward managing funds properly, review of them during all market conditions and a preparedness to adapt. In light of these dynamic and uncertain times, we set realistic expectations and encourage proper, tactical asset allocation in response to the volatile global economic environment. We believe that this understanding of world events and economics is critical to successful portfolio management. We do not invest with a blind belief that all global equity markets will provide acceptable returns over a meaningful period of time. However, we do believe that those companies with sustainable business models and prudent balance sheets can thrive.
Concerning fixed income, which is critically important to the global economy, our recommendations take into account whether interest rates are at historically high or low levels. Additionally, our fixed income recommendations are made with an awareness of the effects of the global debt and liability environment
