Our solutions are designed to help you achieve your most important goals:
Artfully Blending Risk & Return
Our Investment philosophy sets the foundation for your success. At the heart of Hempel Wealth Management’s investment philosophy is how we think about, view and analyze risk. It is our core belief that investing should be done with a clear purpose. Decisions should be based on evidence, not emotions and done only when the potential for reward outweighs the risk. Our fiduciary nature means your goals are our goals. Our decision-making process is guided by what is most important to you.
Our investment strategies are guided by purpose and grounded in robust research. Coupled with your investment time horizon and goals, we use a building-block approach to construct a personalized and diverse portfolio. Consistent actions towards your goals will compound into impressive long-term performance.
Rather than focus only on seeking potential returns, we place the highest priority on preventing losses. Large gains in good times are not necessarily proof of skill. It takes superior performance in bad times to prove great returns were earned through skill, not luck.
What is Quantitative Risk Management?
Quantitative finance is the use of mathematical models and extremely large datasets to analyze financial markets and securities. Risk Management is the practice of analyzing and forecasting threats to your objectives and applying resources to control the impact of unfortunate events. Therefore, Quantitative Risk Management is the use of mathematical models of large financial datasets to control the impact of unfortunate events to your financial goals.
Protecting our Clients from the Fastest 30% Sell-Off in History:
In early 2020, investors around the world were caught off guard with the ferocity of the market plunge. The risk of a global economic recession had undeniably increased, yet the stock market continued to climb. In February, the S&P 500 was at its highest valuation level in almost 20 years and had closed at an all-time record high. What followed was the fastest 30% sell off in history.
How did Hempel Wealth Management know it was the market top & time to protect our clients’ life savings?
Guidance, Clarity, & Confidence
Stop second-guessing whether you’re making all the right moves — and start achieving the clarity and confidence to optimize your financial life and increase your net worth. Financial Independence is not a destination, it’s a journey that begins early in life. A financial plan is the road map that starts with the items most important to you. Through our team of experts, we deliver custom-designed strategies that empower our clients to get organized, maximize opportunities, and build wealth. Here’s a peak at our financial planning process:
Change your financial future today:
Financial Planning + Portfolio Management
We view financial planning and portfolio management as two inseparable components of a successful financial life. That is how we help our clients achieve success in all aspects of their finances.
Our process begins by taking a holistic approach to personal finance. Our financial planners construct a blueprint for a client’s financial plan that becomes the basis of the relationship with our firm. The process consists of several steps culminating in a financial plan matched to a recommended long-term investment strategy.
It has been our experience that clients who go through this process become investors who are better equipped to make educated decisions about their financial futures.