Solutions

Asset Management

Hoovest creates structured products for various asset allocation strategies. Discover the unique mandates that contribute appropriate risk-adjusted returns for a portfolio.

Fund Highlights

HSP 500 Fund

HSP 500 Fund is a structured return index fund that creates consistent outperformance over index by using derivatives.

Hoovest Global Reinsurance Funds

Hoovest Global Reinsurance Fund creates uncorrelated returns to equity that provides structured exposure to insurance and fixed income risks with limited operational risks.

Hoovest Private Securities Funds

Hoovest Private Securities Funds use fund of funds strategy that provides a blend of income-generating private investments, private equity exposure, as well as structured credit.

Hoovest Securitization Bond Fund

Hoovest Securitization Bond Fund provide exposure to U.S. affordable housing bonds through securitization facilities of Freddie Mac and Fannie Mae.

The Union Opportunity Fund

The Union Opportunity Fund screens for companies friendly to labour unions and are mindful in ethical worker conditions.

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Here is how we can work together

Invest With Our Advisors

Clients can work with any one of the independent advisor teams at Hoovest Financial Inc.

Explore the various investment counsel teams to find the suitable advisor for you.

Online Advisor Platform

Our Corex Financial platform offers an enhanced robo-advisor solution to clients who work with our joint advisors (referral partners) who are insurance advisors, accountants, or faith- or community-based organizations.

Institutional Services

We have special service teams that have experience serving family offices, indigenous nations, and corporations.

We create customized portfolios and investment solutions by considering cash flow and capital placement requirements.

Why work with us?

A team that understands you.

Joint Expertise

We respect the original relationship and we cultivate and enhance the relationship by providing complimentary financial services to empower both the client and the advisors.

Trusted Advisor

Have a conversation with one of our advisors to see if we are the right fit for you. We believe that we earn your trust by being authentically us.

Human Connection

Getting to know you allows us to build a human connection that is getting more and more rare in the days of automation and AI. We welcome the chance of bringing the human touch in places that matter.

Diverse Access

Get access to diversified investments, particularly proprietary investments not available elsewhere.

Flexibility

You choose the level of interactions with us that suits you, whether it is self-served online advisor model or highly involved advisory relationship, we offer flexibility to suit your preference.

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Join us as an Advisor?

Connect with our advisors to build a personalized financial strategy or open and fund a Self-Directed Investing account online.

Get Started

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Relationships
accross industries

We serve a wide range of industries across automobile, shipping, manufacturing, and financial services, with special services dedicated to union plans.

Explore our Industry Relationships