Hotchkiss Associates now has much more to offer. In February we became part of United Capital Financial Advisers, LLC (“UCFA”) giving us new capabilities in retirement and legacy planning, as well as greatly enhanced skills and resources for diversifying our clients’ investment portfolios beyond our traditional focus on domestic growth equity and high grade fixed income portfolios.
We take the time to craft the financial solutions that are right for you.
Since 1970 Hotchkiss Associates has provided professional, confidential investment advice to individuals and families, charitable organizations, and the retirement plans of privately held companies. Our goal is to develop long-term personal relationships with our clients to best understand their investment needs.
From our offices in Chicago, our advisors manage portfolios for clients in 19 states and 3 countries. We currently manage or advise clients on over $1.0 billion in financial assets in over 250 separate portfolios.
Finances change. Families change. Life changes. At Hotchkiss Associates, we’ll
keep listening.
Since 1970 Hotchkiss Associates has provided professional, confidential investment advice to individuals and families, charitable organizations, and the retirement plans of privately held companies. Our goal is to develop long-term personal relationships with our clients to best understand their investment needs.
From our offices in Chicago, our advisors manage portfolios for clients in 19 states and 3 countries. We currently manage or advise clients on over $1.0 billion in financial assets in over 250 separate portfolios.
Finances change. Families change. Life changes. At Hotchkiss Associates, we’ll
keep listening.
Hotchkiss Associates, LLC is an SEC-registered investment advisor (RIA) and an affiliate of United Capital Financial Advisers. The firm’s officers and directors are all owners of United Capital.