Investment Philosophy

Humboldt Financial believes in aligning your investment objectives, risk tolerance and time horizon with an investment strategy that best suites your goals. Most importantly, we combine our expertise with leading money managers and equity research teams to construct passive, active, and core-satellite (active & passive) investment strategies for our clients. Humboldt Financial and its affiliates typically use various asset classes and derivatives to obtain a diverse and well allocated portfolio. As a fee-only financial planning firm, we do not charge commissions on investment trades and work to keep portfolio expenses minimized.