Hivest Financial is a financial advisory firm.

 

Investment Management Process

  1. You and Hivest Financial will meet to identify your financial and investment goals, risk tolerance, and develop or enhance your investment plan.
  2. Hivest Financial is partnered with custodian broker/dealers to open, custody, and execute your financial portfolio.
  3. Hivest Financial will initiate an account opening. You will receive an email directly from our custodian partner to complete all questionnaires, documentation, and either fund or initiate transfer from another custodian. You can choose to do this either all on-line or have paper sent to you.
  4. Hivest Financial will then consult our partner CIO (Chief Investment Officer) to execute the investment strategy. All investments including publicly traded, private and strategies
  5. You will receive market commentary, updates, personalized client service, and invitations to events from both Hivest Financial and our partner CIO.
  6. You will receive investment reporting and tax reports from a combination of Hivest Financial, our CIO, and our custodian broker/dealer. All pertinent information will be available to download into various financial (Quicken, Mint) and tax (Turbotax) software.