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.
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.
UCFA’s web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt. Apex Wealth Management Group is a division of United Capital Financial Advisers, LLC. (UCFA), provides advice and makes recommendations based on the specific needs and circumstances of each client. Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. Past performance of markets and other data are no guarantee or indicator of future results. UCFA does not offer tax or legal advice please consult your tax adviser or legal counsel.
Fraudulent websites (phish or spoof websites)
We urge you to protect your online financial activity and deal only with firms you know to be legitimate. Online fraudsters may attempt to direct you to fraudulent websites via email and pop-up windows. These websites are used to try to steal your personal information. One way to detect a phony website is to consider how you got to the site. You may have followed a link in a fraudulent email requesting your personal information. Therefore, you should not click on any links in suspicious emails or pop-up windows. Please be aware that this site is the only official website of United Capital Financial Advisers, LLC. (UCFA), United Capital Financial Partners, Inc. (UCFP) and its affiliates. We do not allow other websites to affiliate with us, and you should not trust any other websites which claim to be affiliated with UCFA.