The Client Experience

If you've worked with other investment firms, you'll find our approach both refreshing and thorough. We believe that by taking the time to understand our clients' individual situations and listening closely to their financial goals, we can craft a wiser, more realistic roadmap to retirement.

A front-line support team.

Whether you're making an appointment for a review meeting, need to transfer funds, or need to open a new account, a friendly and professional voice on the other end of the phone makes all the difference. Our dedicated support staff is the first people you'll speak with; they share our passion for outstanding customer service. This level of expert support is rare in boutique investment firms, but we believe a full, 360-degree client experience begins the moment you call us or visit our offices, and ensures our clients' questions or concerns are addressed quickly.

Getting to Know You.

Often, investment firms don't take the time to get to truly know their clients and understand their unique needs. At the Hitchcock Investment Group, we're different. At your initial advisor meeting, we'll ask all the right questions and take the time to understand your financial situation and your goals. No two investors are the same, which is why we create a personalized Envision that will become your investor roadmap.  And like any good roadmap, there's no one, fixed route to reach your destination.

An Envision for your future.

The Envision Plan is a powerful investment tool that becomes the blueprint for how your assets are managed. Running a sophisticated Monte Carlo Probability Simulation, we can simulate and stress-test a whole array of different scenarios and highlight the plan that will give you the highest chance of success. Our goal is always to manage risk exposure and develop an investment plan that has the highest chance of success. Your advisor will talk you through different scenarios, highlighting the approach that best fits your circumstances and financial goals. 

A thorough review process.

If your Envision Plan sets the direction for your investment strategy, our regular review meetings with our clients are the checkpoints along the way. As your circumstances change, goals move or your priorities shift, our regular review meetings become the cornerstone of our client experience. These meetings happen quarterly and give you the opportunity to review your investments and update us on any life-changes that might affect your Envision Plan. And, if your circumstances or goals have changed, we can simulate new investment scenarios that will help keep your plan on track.

IMPORTANT: The projections or other information generated by Envision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time. Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation, the Envision tool simulates 1,000 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Others will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC. © 2003-2018 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.