Investment Management
& Financial Planning
Welcome to Hawkins Capital Advisors, the region’s leading boutique financial service firm with more than two decades of experience.
FiduciaryDuties
As a Registered Investment Advisor (RIA) it is our fiduciary duty to act in our client’s best interests. We are legally bound to put our client’s interests first.Fiduciary duty is the highest standard of care at either equity or law. A fiduciary is expected to be extremely loyal to the person to whom he owes the duty: he must not put his personal interests before the duty.
Independence
- We work for our clients – period.
- We are an independent, employee owned firm.
- We are not limited to “company approved” or proprietary funds or products.
- We offer unbiased advice.
- Our single focus is to identify and execute the best investment and planning strategies for you.
- We work for our clients – period.
- We are an independent, employee owned firm.
- We are not limited to “company approved” or proprietary funds or products.
- We offer unbiased advice.
- Our single focus is to identify and execute the best investment and planning strategies for you.
Compensation
- Fee-Only Advisor.
- We receive no Mutual Fund or Stock commissions.
- We do not accept referral fees.
- We are paid only by our clients.
- Fee-Only Advisor.
- We receive no Mutual Fund or Stock commissions.
- We do not accept referral fees.
- We are paid only by our clients.
Safety of Assets
- Assets are custodied in your name at TradePMR, via a custodial relationship with First Clearing, LLC.
- Hawkins Capital Advisors has no ability to withdraw funds (except for fees if authorized in writing).
- Hawkins Capital Advisors is granted a limited power of attorney (LPOA) allowing us to trade the account at our discretion.
- Assets are custodied in your name at TradePMR, via a custodial relationship with First Clearing, LLC.
- Hawkins Capital Advisors has no ability to withdraw funds (except for fees if authorized in writing).
- Hawkins Capital Advisors is granted a limited power of attorney (LPOA) allowing us to trade the account at our discretion.
Free Evaluation
Sound financial advice is based on years of training, hard work, and passion, as well as familiarity with market trends and client risk tolerance. You’ll find all that and more at Hawkins Capital Advisors.
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About Us:
We have been providing expert financial advice to clients across the country for more than 20 years.
