Hoskin Capital is a registered investment advisor providing customized investment management and financial planning services. The firm uses a tactical allocation strategy primarily focused on passive indexing, exchange-traded funds, mutual funds, and individual securities to build diversified portfolios. In addition to managing investments, Hoskin Capital offers four ongoing service tiers—Foundation, Core, Holistic, and Custom—which bundle financial planning, cash flow budgeting, tax optimization, and estate planning guidance. Clients can choose from fixed-fee financial planning packages or hourly consulting. The firm operates independently and does not have account minimum requirements.
Fee Structure
Investment management is included at no additional separate charge when you enroll in one of Hoskin Capital's ongoing planning packages. Investment management is not offered as a standalone service.