Your Guides

Leading you safely and smartly to your destination. In a complex investment environment, exceptional financial guidance is essential to your success. Hotaling Investment Management has developed a level of expertise that stands apart, creating and managing custom investment portfolios and financial plans for a select clientele of wealthy families, institutions, entrepreneurs, and independent women.

The hallmark of our best-in-class service is ready access to your investment manager — your guide. Each one of our experienced team members is dedicated to educating and empowering you to meet your individual needs, and reach your individual goals.

Whether you know exactly where you’re going, or you simply have an idea in mind, our only goal is to guide you confidently to ever-greater heights, using the most sophisticated financial tools and the most dedicated service we can provide.