ABOUT US
MORE THAN A FINANCIAL COMPANY
We apply the same care as we do with our own families
We built Hoovest as an extension of our values to serve the people around us. We started with investing our own money, then created investments for our extended families, business partners, and eventually the general public.
We believe that everyone deserves to have the same access to the high quality investments as do institutional investors. Therefore, we source unique investments that ordinarily have high entry thresholds and provide our clients with access to these investments through our proprietary funds.
Principles
We believe in a set of principles that guide our actions in our personal and professional life:
- Do unto others as you would have them do unto you
- Be passionate and compassionate
- Be open-minded and curious
- Cultivate meaningful work and meaningful relationships
- Act with joy and enthusiasm
Philosophy
Our investment philosophy can be described in the following way:
- Diversification is the only free lunch in finance, so diversify, diversify, and diversify
- Take calculated risks
- Stay invested throughout the cycles
- Investment is ultimately about people—work with great people and great investments will follow
THE KEY TO OUR SUCCESS
Our team
Peter Fang, CFA
Chief Executive Officer
Chief Compliance Officer & UDP
Portfolio Manager
(Advising Representative)
Corbin Lowe, BBA, CIM
Chief Operating Officer
Investment Advisor
(Dealing Representative)
Benjamin Waite, BBA, CIM
Head of Wealth Management
Portfolio Manager
(Advising Representative)
Bryan Dar Santos, BA
Investment Advisor
(Dealing Representative)
OUR EXTENDED OUTREACH
Our Strategic Advisors
(By alphabetical order)
Jason Lu
Strategic Advisor
David Ho
Strategic Advisor
