Asset Management

It doesn’t have to be complicated.

Asset Management & Investment Strategies

Stocks. Trusts. Certificates of deposit. Individual retirement accounts. Real estate. An investment portfolio can include a wide range of options—each having its own risks, rewards and rules.

It makes asset management pretty complicated. Thankfully, you’ve got help.

Through our strategic affiliation with HK Financial Services (HKFS), James Moore provides you objective and knowledgeable advice for your entire financial plan. Together we’ll focus on investment and tax planning as you establish goals. We help you allocate assets, select investments and review/adjust contributions.

Our approach to your investments emphasizes a blend of diversification and safety. By finding the most suitable investment options for your portfolio while minimizing your portfolio’s risk exposure, we can help bring you that much closer to your financial goals.

Asset management services from James Moore and HKFS does the legwork for you and makes the complicated… well, less so. And you can feel better knowing your investment strategies are being implemented and monitored according to your unique financial needs.

Asset Management Leader

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Investment advisory services are offered through HK Financial Services (HKFS), an SEC-Registered Investment Adviser, and provided under the d/b/a name James Moore & Co. Brokerage account services for transaction-based commission are sold by ProEquities registered representatives and offered through ProEquities, Inc., a Registered Broker-Dealer and Member FINRA and SIPC. Erin Spiwak is an investment adviser representative with HKFS. Erin is not a ProEquities registered representative. HKFS, ProEquities, and James Moore & Co. are unrelated entities. Neither HKFS nor ProEquities offer accounting, tax or legal services.

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