Martin Hopkins (CFP®)
Martin Hopkins focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
Planning Specialties
We provide private wealth management to clients who have a minimum of $1 million in investable assets. We focus on building wealth while preserving clients' capital. We believe that we can only best serve our clients if we first seek to fully understand where they are financially and what they require their resources to do for them going forward. We therefore recommend that we commence any relationship by initially preparing a comprehensive Financial Plan. This plan includes an investment strategy and covers such aspects as estate planning, retirement planning, insurance, long-term health care, employee benefits, small business services and other issues such as cash flow and liability planning. This Plan is invaluable as a road map to guide both advisor and client through future years while being regularly updated to reflect our client's changing circumstances. The detailed information gathering process also enables us to prepare a personalized investment strategy, in the form of an asset allocation proposal, documented in an Investment Policy Statement. We assist with the implementation, rebalance the portfolio and monitor investment performance. With regard to investments, we strongly believe that a portfolio, which optimizes the relationship between risk and reward, is best achieved using an effective asset allocation.
Additional Information
Personal background: Martin Hopkins is a professional advisor with an obligation to provide the most advantageous advice possible to his clients. He considers the responsibility of advising clients an honorable trust to be practiced with integrity and excellence. Besides providing a high level of technical expertise, Hopkins Investment Management LLC emphasizes exceptional customer service. He has not rushed to grow his practice beyond an ability to provide extensive and customized personal service to clients. He sees focused, personal attention as THE key to doing the best for his clients. Prior to relocating to the USA, Martin managed his own law firm in South Africa, specializing in financial services law. He served 90% of the major banks in his city. After relocating to the USA Martin Hopkins joined Morgan Stanley in their retail brokerage division before leaving in 2001 to establish Hopkins Investment Management LLC. This has placed him in a position to be able to provide truly independent advice and service to clients. Designations: Certified Financial Planner (carries the CFP designation) Member of the Financial Planning Association. Member of NAPFA. Member of National Assn. Of Tax Professionals (NATP)
NAPFA Start Date
June 16, 2003
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