Personal Member Benefits
Personal 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.

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

Hawk100 considers the life of an individual or family to encompass their personal purpose, values, aspirations and goals.  A person's wealth includes their human wealth, permanent wealth, and emotional wealth in addition to their financial wealth.

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

However, we strive beyond the expected to offer exclusive Member benefits that align with your particular interests such as those listed at left.

Among our most valued benefits, a Hawk100 wealth advisor works with each Member to create a Wealth Alignment Plan that helps ensure that the Member’s wealth aligns with their purpose, values, aspirations and goals.

To learn how you can benefit from joining Hawk100, please contact us today or submit your contact information using the form below if you have not already done so.

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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 you with continuous, fully discretionary investment supervisory services. These services include regular monitoring and rebalancing consistent with strategies enumerated in your 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.

Hawk100 will work with you to establish safe, secure investment accounts with a globally recognized brokerage firm that will hold custody of your assets. Then, consistent with your Member 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 your 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. You 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

Hawk100 can provide you with periodic, non-discretionary investment analysis and recommendations.

This advice can be for accounts managed by Hawk100 or for securities in accounts outside of the scope of Hawk100.

Given the extent of your wealth advisor's understanding of your unique position in life, it is often advantageous to implement the recommendations with Hawk100. However, members are under no obligation to do so and may choose whether and how to implement such recommendations.

Members who select HawkHunt services receive periodic, non-discretionary investment advice on a complimentary basis. Members who select HawkNest services incur advisory fees based on a rate set forth in the Member Agreement.

Comprehensive Financial Advice

Because your life and wealth are intricately intertwined and complex, we at Hawk100 provide a range of wealth services that go beyond the expected.

It is part of the Hawk100 philosophy and mindset to help our members align all aspects of their wealth and life. To accomplish this goal, we offer a range of services to provide you with broad-based, personal, financial advice that enable and support your professional and personal endeavors. 

You can learn more about these services by selecting the appropriate links at left.

Members who select HawkHuntSM services receive comprehensive, personal, financial advice on a complimentary basis while Members who select HawkNestSM services incur advisory fees based on a rate set forth in the Member Agreement.

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