Unique Financial Solutions Tailored to Your Needs

Institutional Advisory Services:

Hoxton Financial is on the leading edge of sweeping change for the corporate retirement plan environment. In fact, we see ourselves as leading the way into a “New Generation” of low-cost, fee-transparent open investment architecture 401ks.

Your liability as the sponsor of a corporate retirement plan is significant. Have you taken time to assess your exposure to employee lawsuits or regulatory action from the U.S. Department of Labor?

Let Hoxton analyze your plan and show you ways to:

• Understand and Address Fiduciary Liability
• Expose Hidden Costs
• Reduce Plan Costs
• Enhance Investment Options

Institutional Solutions for Individual Investors™:

As in financial planning, it is the process or the system that delivers results over time for investors. History has shown that individual retail investors have been unable to match the unmanaged “baskets” of securities called indices. Only the institutional investor, whose investment process reduces the negative impact of emotion on a retail portfolio, has been able to out-perform the passive investment approach of indexing. For the years between 1984 and 2000, Dalbar, Inc. has illustrated that even those retail investors that owned index funds failed to match the index over time.