about us
About

Investment Management Services

Hoover Financial Advisors offers a full range of investment management services and strategies on a fee basis.


investment management

HFA specializes in investment management services and works to serve our customers in Philadelphia’s Main Line and Chester County regions in a personalized and integrated manner that takes their unique situations, goals and preferences into account. Working in concert with your advisor and your financial plan, HFA develops investment management strategies that are designed specifically to help accomplish your financial goals and objectives.

Our investment management team can help to create a personalized portfolio commensurate with your risk tolerance levels. Your portfolio can be developed to preserve principal, provide income (taxable or tax free) and/or growth of principal. HFA has no proprietary products and recommends only fee based no load products. Advisors are not compensated based on commissions and always place the best interest of the client first. Generally, professionally managed mutual funds and exchanged traded funds are suggested. 


Our investment management services include:

  • Diversified Long-Term Investment Management Philosophy
  • Customized Portfolios based on Client Goals and Objectives
  • Income tax sensitive investment recommendations
  • Asset Allocated Investment Approach
  • Allocations include domestic and foreign investments
  • Proactive Rebalancing
  • Discretionary Management
  • Performance Monitoring vs. peer group and corresponding benchmarks
  • Fund Research and manager due diligence
  • Tax Loss Harvesting
  • Raising/Investing Cash
  • Dollar cost averaging
  • Investment Review Preparation

Custodian – Charles Schwab & Co.

Hoover Financial Advisors has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Schwab has more than 20 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment managers and advisors, and their clients. Schwab Advisor Services includes the custody, trading and support services of the Charles Schwab & Co., Inc.

By using Schwab as primary custodian, Hoover Financial Advisors, PC has access to a wide range of products and services that help to serve our clients, including, but not limited to: full range of investment products, trading services, technology and client service support.

By combining the expertise and talents of our investment management team, along with Schwab’s independence and full range of services, our advisors’ goal is to provide the best investment management strategies for our clients. Acting as a fiduciary, being transparent with our fee structure, offering investment management services that are in our client’s best interest will always be of utmost importance. HFA is here to help with any of your investment issues or concerns.

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