Institutional Asset Management

For more than 17 years, Hobbs Group Advisors has served as Investment Consultants to many local businesses and organizations. Our Institutional Consulting services are more than just creating a robust asset management strategy. We work in harmony with your investment committee to ensure all directives are met. We will build an investment strategy that matches your organization’s unique goals. We will work to understand cash flow needs, investment timeframe, and the level of risk required to meet your desired investment outcome.

Institutional Asset Management Services Include the Following:

• Asset management solutions in equity, fixed-income, and blended disciplines
• Cash Management services
• Investment policy statement development
• Board reporting for non-profit organizations

Institutional Asset Management services are priced as an Asset Under Management (AUM) Fee. This annual fee ranges from 0.25% to 1.25%, depending on the services performed and the amount of assets managed. All fees must be disclosed and agreed upon, in writing, prior to engaging with Hobbs Group Advisors, LLC.