We live in the information age. You can get information anywhere. Wisdom is knowing what to do with the information. At Hicks & Associates, we take a methodical and comprehensive approach to your financial situation such that we can help you turn information into wisdom. Whether you need help planning your transition into retirement or developing a plan to leave your legacy, we can help.
We also offer our clients personalized wealth management strategies which are based upon our own independent research and implemented through our investment advisory process. When it comes to helping our clients manage their investments, our approach is focused on helping to reduce downside risk. Our multi-strategy investment process combines characteristics of a variety of investment theories into one cohesive methodology.