Transform Your Investments Into Long-Term Prosperity
Join Phil and Michelle Hawkins LLC for data‑driven strategies, disciplined risk management, and remarkable returns.
Get Started Learn MoreJoin Phil and Michelle Hawkins LLC for data‑driven strategies, disciplined risk management, and remarkable returns.
Get Started Learn MoreFounded on a shared passion for financial stewardship, Phil and Michelle Hawkins bring decades of market insight to the table, guiding families and institutions to secure prosperous futures. With a transparent, research‑driven approach and a personalized touch, they have consistently delivered superior risk‑adjusted returns across volatile markets. Their firm stands on a foundation of integrity, innovation, and client‑focused service, turning complex asset challenges into clear, actionable strategies.
We uphold integrity in everything we do
We uphold client focus in everything we do
Provide tailored investment strategies to achieve clients’ long-term financial goals, leveraging deep market insights and disciplined risk controls.
Execute dynamic asset allocation, optimize returns, and minimize volatility through continuous monitoring and strategic rebalancing aligned with client objectives.
Identify, assess, and mitigate financial risks using advanced analytics, stress testing, and diversification techniques to protect portfolio value.
PHIL AND MICHELLE HAWKINS LLC is committed to protecting your privacy. We ensure that all personal information is handled with the utmost care and in accordance with applicable data protection laws.
Years of industry experience
Reliable and consistent service
Honest and transparent practices
Uncompromising standards
Dedicated customer service
Cutting-edge solutions
We offer comprehensive portfolio construction, active risk management, tax‑efficient strategies, and personalized investment advisory to meet individual and institutional client goals. We ensure transparency and regulatory compliance throughout the process.
We charge a base management fee ranging from 0.5% to 1% of assets under management, plus performance incentives when returns exceed agreed benchmarks, ensuring alignment with client interests.
Clients receive detailed performance reports monthly, with quarterly comprehensive statements and annual reviews that include risk analytics, portfolio attribution, and strategic recommendations.
The minimum investment varies by strategy; for most discretionary portfolios the minimum is $500,000, while customized mandates may start at $250,000 depending on client objectives.
Address: 1774 BRIARWOOD DR, SANTA CLARA, California 95051, United States
Phone: +14082961212
Email: [email protected]
Website: https://messaggiami.net