At Hutchinson Financial, we take a risk-averse investment management approach that has provided attractive long-term results for our clients. Our investment management combines proven investment strategies with advanced technology to develop customized portfolio strategies that address the needs, goals and risk tolerance of each individual client. Our investment results rank us among some of the country's most successful money managers.
We understand that successful investment management relationships begin with a clear understanding of each client's specific needs, concerns and long-term objectives. We consider each individual’s investment time horizon, income and liquidity requirements, prior investment experiences and risk tolerance in order to develop a customized asset allocation strategy and select the appropriate securities.
Our investment team uses today's advanced technology to create unique money management approaches that are based on tried and proven strategies. They employ proprietary investment management processes to monitor and manage client accounts. Since each portfolio is individually managed, we have the flexibility needed to effectively control transaction costs and enhance portfolio tax efficiency.
Fees for supervising, monitoring, and managing investments are expressed as a percentage of the assets. Fees are negotiable and generally range from 1.00 to 1.5% per year, depending on the complexity of the client’s situation and the type and amount of assets managed.