Helping You Map Your Best Course
Hotaling Investment Management works with individuals and organizations to create strategies that specifically address each investor’s unique values, sensitivity to risk, and expected near and long-term investment returns. To deliver this successfully, we offer our proprietary custom portfolios.
These products are distinct equity and fixed-income investment portfolios, each of which can be invested on a separate account basis. Hotaling Investment Management designs and manages our own models, utilizing traditional and quantitative research tools, and monitoring these models actively, adjusting and modifying them to align with our economic outlook.
Equity Investment Portfolios
- Large Cap Growth
- Mid Cap Core
- All Cap
Fixed-Income Investment Portfolios
- Municipal Bonds (Tax-Free)
- Corporate Bonds
- ETF (Exchange-Traded Fund) Custom Portfolio
- MF (Mutual Fund) Custom Portfolio
- Master Limited Partnerships
- Real Estate Investment Trusts
Members of The Pinnacle have their own set of unique needs. Our exclusive approach focuses on crafting investments for high net worth individuals, multi-generational families and charitable foundations. We provide enhanced services which include online access to your accounts, visa debit card and checking accounts, ready-access to portfolio manager, web secured/electronically delivered performance reporting, financial planning, electronic funds delivery, wire transfers and concierge client benefits.
ProCycling athletes often enjoy an aggressive, but short, career earning period. Attending to their investment needs with an uncommon understanding of this unique challenge is a distinctive element of the Hotaling Investment Management method. The Peloton portfolios leverage all of our proprietary tools to design a plan that will create stability and security over the long term for cycling and athletic professionals. Read more