“Serving the needs of others is the only legitimate business today.”
A.P. Giannini, founder of the the Bank of America and the Transamerica Corporation
After hundreds of hours of research, Alex was able to partially reverse engineer a variety of investment management strategies and models, leading him to begin developing his own strategies and fine tuning his investment philosophy. In the words of Ken Solow, “Buy and Hold is Dead.”
After seeing the high costs, high risks, and mediocre performance of multiple investment managers, Alex began the process of forming his own Registered Investment Adviser firm in early 2014. By becoming a fiduciary and putting the needs of the client first, the company can focus on people and forget about commissions and the old ways of doing business. Starting with friends and family, the company opened its doors to the public in late 2014.
The company’s direction is one of adapting to change, embracing challenges as opportunities, and always learning and growing. Built for the sake of “serving the needs of others,” Hilbert Financial Group and its associates are always seeking the best possible outcomes for their clients and communities.
Alex has a deep desire to serve others. By putting his analytical and investment skills into motion, he is serving the needs of others by growing their portfolios and giving them more time and freedom to pursue their own dreams and passions. Alex’s depth of understanding of investing is evident in his methodology. After studying and dissecting some of the best investment management strategies and learning from top money managers, he has been delivering some of those same strategies and results without the cumbersome structures and costly products offered by other advisors. By removing the worries and fears that plague many investors, his active, discretionary style of investing delivers results that improve the lives of his clients.