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ABOUT US
With more than 100 years of combined experience in the financial services industry, our team provides a rare depth and breadth of knowledge – including personal experience as entrepreneurs. We know how to simplify complex challenges.
We build relationships to form deep bonds with our clients, with open communication on both sides. Taking a concierge approach, every client has access to the talent and experience of our team members. Our focus is helping you achieve your personal goals, as well as the goals of your business, institution or loved ones.
At Hexagon, each client is treated as if he or she were our only client. We achieve this by choosing our clients as much as they choose us. How we operate is always consistent – we don’t drift or change. This way the trust you build with us will be constant.
OUR PROCESS
Our comprehensive four-part process enables us to assess, strategize, implement and continually monitor your investment strategy.
STEP 1 - DISCOVERY
In this step we discuss your financial goals and objectives for your family and your lasting legacy. We’ll also help define your investment time frame and level of risk. We'll review your current assets, liabilities, income sources, cash flow needs, insurance coverage, estate planning considerations, and existing investment strategies.
STEP 2 - STRATEGY FORMULATION
Next, we create a customized investment strategy based on your specific needs and risk tolerance. We’ll also provide a portfolio design, goal-oriented asset allocation and solutions for your income needs. This phase includes evaluating investment opportunities, retirement planning, tax-efficient strategies, risk management, estate planning considerations, and wealth transfer objectives.
STEP 3 - IMPLEMENTATION
Then, we provide a step-by-step investment implementation plan, integrating your equity compensation and other employer benefits into your investment strategy. We’ll also offer consultation with your attorneys and tax advisors to help ensure a unified plan moving forward.
STEP 4 - MONITOR AND REVIEW
Hexagon will continually assess your investment allocation to determine if adjustments are needed. We’ll also conduct formal reviews throughout the year to monitor your progress, adapting strategies based on the changing tax and regulatory environments and adjusting for life events and market cycles.