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 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

Time-tested investment process

In the turmoil of the 2008/2009 market collapse, it became abundantly clear to most investors that a buy, hold and hope strategy for investing can be an expensive one indeed. In fact, many investors face the new reality of a poorer future. Our investment management process like that of most advisors is designed to capture the upside of positive markets. What makes Hoxton different is the risk management role that we see ourselves playing. We actively manage portfolios to advance values in positive markets and protect them in falling markets. In other words, we have a well articulated “sell discipline” for times when our technical indicators suggest that the risk of being fully invested are too great.