A client-focused, independent firm providing risk-conscious portfolio management. We invest our clients' capital for the long term, to achieve growth and income with minimal risk.
The firm's primary concern is to grow and protect our clients' capital, and the firm's structure is designed to align our objectives with those of our clients. We have no outside affiliations.
We do not believe we can time the market, but we do believe it is our job to protect our clients' capital. We are involved and responsive to market and economic conditions, and will shift tactics when we determine it appropriate.
There are differences between working with a large impersonal institution and working with a small personal advisory firm. We manage our clients' accounts directly, with the objectives and constraints set by our clients. We have the freedom and flexibility to change our asset mix or industry allocations at will.
A large part of investment success is avoiding large losses of capital.
The firm strives to preserve and grow our clients' real purchasing power. Loss-avoidance is the guiding principle behind our investment philosophy. Investment decisions are made for the long term, with concern for potential loss.
Cash is considered an asset.
Quality assets purchased at reasonable prices will provide consistent performance over time. Dividend-paying stocks and investment-grade bonds are core holdings of each portfolio. We strive to be patient and make investments when prices reflect potential for above-average returns. During times of pessimism we are looking to make investments; during times of optimism we are looking to take profits. Having cash during times of pessimism enables an investor to buy when prices are depressed.
No outside affiliations. No conflicts.
Hogan Investment Counsel, LLC is independent and not beholden to a parent company's management. The firm's structure is designed to align our objectives with those of our clients, and our only concern is to grow and protect their capital.
He manages the accounts, and he conducts the calls.
Every quarter, clients talk with the person actually making the decisions about their money.
Our goal is a high level of client service. We recognize the important role we play in our clients' lives, and we strive to give them confidence that we have an interest in their accounts and will be available when they need us. Quarterly reviews update clients on their portfolio and our current thoughts on the market, and give them time to ask questions or raise concerns.
We pride ourselves on returning phone calls in a timely manner. Clients have our cell phone numbers and are welcome to call when they need us. And of course, clients are always welcome at the office.
Cell 901.229.2752 · Toll-free 1.866.865.7798 · Fax 901.590.3958
51 Germantown Court, Suite 108Hogan Investment Counsel, LLC ("Hogan") is a Registered Investment Advisor ("RIA"), registered in the State of Tennessee and other states. Hogan provides asset management and related services for clients nationally. Hogan will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission ("SEC"), as applicable. Hogan renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion.
This web site is intended to provide general information about Hogan. It is not intended to offer investment advice. Information regarding investment products and services is provided solely to read about our investment philosophy and our strategies, and to be able to contact us for further information.
Market data, articles and other content on this web site are based on generally available information and are believed to be reliable. Hogan does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.
Hogan will provide all prospective clients with a copy of our current Form ADV, Part 2 ("Brochure") prior to commencing an advisory relationship. Existing clients will receive a copy on an annual basis. At any time, you can view our current Form ADV, Part 2 ("Brochure") on our web site, or contact us to request a hard copy.
If you have any questions regarding compliance and regulatory information, please contact us.
Hogan Investment Counsel, LLC ("Hogan") is committed to safeguarding the use of your personal information that we have as your Investment Advisor. Hogan (referred to as "we", "our" and "us" throughout this notice) protects the security and confidentiality of the personal information we have and makes efforts to ensure that such information is used for proper business purposes in connection with the management or servicing of your account. Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we do everything we can to maintain that trust.
We do not sell your non-public personal information to anyone. Nor does Hogan provide such information to others except for discrete and proper business purposes in connection with the servicing and management of your account as discussed below.
Details of our approach to privacy and how your personal non-public information is collected and used are set forth in this privacy policy.
You typically provide personal information when you complete the paperwork required to become our client. This information may include your:
In addition, we may collect non-public information about you from the following sources: information we receive on brokerage agreements, managed account agreements and other subscription and account opening documents; information we receive in the course of establishing a customer relationship including, but not limited to, applications, forms, and questionnaires; information about your transactions with us or others.
Hogan works to provide products and services that benefit our customers. We may share non-public personal information with non-affiliated third parties (such as brokers and custodians) as necessary for us to provide agreed services and products to you consistent with applicable law. We may also disclose non-public personal information to other financial institutions with whom we have joint business arrangements for proper business purposes in connection with the management or servicing of your account. In addition, your non-public personal information may also be disclosed to you, persons we believe to be your authorized agent or representative, regulators in order to satisfy Hogan's regulatory obligations, and as otherwise required or permitted by law.
Lastly, we may disclose your non-public personal information to companies we hire to help administer our business. Companies we hire to provide services of this kind are not allowed to use your personal information for their own purposes and are contractually obligated to maintain strict confidentiality. We limit their use of your personal information to the performance of the specific service we have requested. To repeat, we do not sell your non-public personal information to anyone.
Hogan does not disclose, and does not intend to disclose, non-public personal information to non-affiliated third parties with respect to persons who are no longer our clients.
Our employees are advised about the firm's need to respect the confidentiality of our customers' non-public personal information. Additionally, we maintain physical, procedural and electronic safeguards in an effort to protect the information from access by unauthorized parties.
We will send you notice of our privacy policy annually for as long as you maintain an ongoing relationship with us. Periodically we may revise our privacy policy, and will provide you with a revised policy if the changes materially alter the previous privacy policy. We will not, however, revise our privacy policy to permit the sharing of non-public personal information other than as described in this notice unless we first notify you and provide you with an opportunity to prevent the information sharing. You may obtain a copy of our current privacy policy by contacting us at info@hoganinvestment.com.