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Services

Our team seeks to deliver exceptional financial guidance with personalized strategies, leveraging vast expertise to help you achieve your financial goals.​

Investments

We aim to offer strategic investment solutions, leveraging research from 70+ senior analysts. Our services include efficient trading, access to stocks, ETFs, 12,000+ mutual funds, 200+ alternative vestments, and more.

Retirement planning

With advanced experience and knowledge in retirement plan design and implementation, we aim to provide turnkey solutions to individuals and business owners looking to establish or modify an existing plan. Vehicles include IRAs, Defined Benefit Plans/Pension Plans, 401k/403b, and Profit Sharing Plans.

Trusts, estates, insurance and asset protection

We draw on our relationships with experienced accounting and legal firms, insurance brokers and professional trustee service providers. We can also partner with existing experts whom you have come to know and trust.

Philanthropy and non-profits

We devise advanced solutions with an aim to benefit your charities more sustainably than through a direct donation, while minimizing income and estate taxes, and potentially supplementing your retirement income. Vehicles include private foundations, donor-advised funds, and various types of charitable trusts.

Cash, credit and lending solutions

We arrange: lines of credit collateralized by eligible securities (non-margin lending), margin lending (offering fast, easy access to cash and competitive interest rates), cash management tools (Visa Platinum Card, check writing, bill pay, etc.), and cash sweep options.

Liquidity events & windfall solutions

We craft tailored strategies for managing wealth windfall and liquidity events through diverse investment solutions.

Get in touch for a complimentary consultation today​

Hoopoe Advisors strives to delivers exceptional financial guidance and personalized service to help you build and preserve your wealth.