Institutional Member Benefits
Institutional Member Benefits

Hawk100 reserves Membership for 100 individuals, families, or organizations. By limiting membership to 100, we are able to provide each Member with the detailed level of personal attention he or she deserves.

Organizations benefit from Hawk100 membership when they desire a comprehensive approach to align their wealth with their life.

Hawk100 considers the life of an organization to encompass its organizational purpose, values, aspirations and goals.  An organization's wealth includes its human wealth, permanent wealth, and emotional wealth in addition to its financial wealth.

Offering a broad range of wealth advice, Hawk100 provides the types services that discerning institutions expect from a reputable wealth management firm.

However, we strive beyond the expected to offer Member benefits aligned with the organization's particular interests such as those listed at left.

Among our most valued benefits, a Hawk100 wealth advisor works with designated representatives of the organization to create a Wealth Alignment Plan that helps ensure that the organization’s wealth aligns with its purpose, values, aspirations and goals.

To learn how your organization can benefit from joining Hawk100, please contact us today or submit the following information.


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Would you like to apply for Hawk100 membership?

* Hawk100 will keep all of your personal information and responses strictly confidential.

Discretionary Investment Advice

At Hawk100, we can provide your institution or organization with continuous, fully discretionary investment supervisory services. These services include regular monitoring and rebalancing consistent with strategies enumerated in your organization's Wealth Alignment Plan.SM In addition, we can provide unified managed accounts that include personally selected securities and risk management techniques employing options and investment alternatives.

Our experience shows that Hawk100 best aligns with organizations when managing their entire investment portfolio. However, if you prefer to work with multiple money managers, we will work with you to align our talents with your specific needs

Hawk100 will work with your organization to establish safe, secure investment accounts with a globally recognized brokerage firm that will hold custody of your assets. Then, consistent with your member services agreement and Wealth Alignment Plan, Hawk100 will exercise full trading authority in your portfolio of accounts held at the custodian.

Hawk100 will execute trade orders in the investment portfolio based on rigorously defended portfolio management models, continuous research of capital markets, as well as personalized theories and assumptions based on qualitative and quantitative evaluations of market conditions.

As a courtesy, Hawk100 will communicate with you to advise of material portfolio trades and to provide meaningful insight as to the trade justification. Your organization also will receive customary reports from the broker to keep you informed of portfolio activity in addition to a quarterly Wealth Alignment Report from Hawk100.

Nondiscretionary Investment Advice

Institutions and organizations come to Hawk100 seeking advice to solve a variety of challenges. Sometimes, those challenges require particular solutions beyond the scope of discretionary control.

Legal precedent and statute establish a fiduciary standard of care on those responsible for institutional investment portfolios. Trustees and investment committee members have a legal responsibility for investment management decisions.

Hawk100 is well suited to assist your organization in meeting this and other fiduciary obligations.

We will work with the leadership of your organization, including your trustees and investment committee, to develop effective, prudent investment practices.

The Hawk100 wealth advisors have extensive, practical knowledge in developing written policies and prudent practices that align your investment portfolio with the unique aspects of your organization.

We can assist you in selecting and supervising managers to whom you may delegate investment discretion.

All of us at Hawk100 embrace competence, care, and charity in our purpose. We have organized, volunteered for, participated in, donated to, or advocated for a multitude of charities. Let our leadership and experience elevate your mission-driven organization.

Comprehensive Financial Advice

Because wealth alignment for your organization goes beyond your investment portfolio, we at Hawk100 provide a range of wealth services that go beyond the expected.

It is part of the Hawk100 philosophy and mindset to be able to help our members align all aspects of their wealth, including their purpose, values, goals, and aspirations. To accomplish this goal, we offer a range of services to provide broad-based, personalized, financial advice that aligns with and supports the mission of your organization.

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