Timothy Hooker

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Retirement, Investing, Small Business
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“Timothy Hooker, Accredited Investment Fiduciary and co-founder of Dynamic Wealth Solutions LLC, is dedicated to helping families and business owners grow, protect and preserve their assets.”
Firm:

Dynamic Wealth Solutions LLC

Job Title:

Chief Compliance Officer & Partner

Biography:

Tim Hooker is the Chief Compliance Officer and Partner at Dynamic Wealth Solutions LLC, a registered investment advisor that provides fee-only wealth management services for families and business owners. Tim and his team's approach to investing is founded on decades of academic research, extensive empirical data and leading portfolio management theories. The resulting process avoids speculative stock picking, market timing and forecasting, efforts which have been shown to hinder returns. Therefore, their process delivers measurable economic and intangible benefits that help their clients navigate complex markets. Tim's strategies can be implemented for conservative, moderate and aggressive investors. Tim helps his clients find the best financial solutions for their goals and develop an investment strategy personalized for them.

Many years ago, Tim Hooker and his colleague Brian Smith were working together at a large traditional wirehouse, a firm with a household name and a reputation trusted by many people. But what they found startled them. People were taking advantage of clients’ ignorance to charge hefty fees that they couldn’t even see. Brokers and Advisors were putting their clients into expensive, overburdened and underperforming mutual funds. They saw people entrusted with family’s savings pumping assets into mutual funds with poor track records, bad management, and large fees, all to collect a sales charge paid to them by the mutual fund company itself, using clients’ money. Instead of letting their passion fade and acquiescing to “business as usual”, they took a leap. They left their comfortable, established firm and set out to create their own, using what they had learned to make the industry better.

Tim and his colleagues, Brian and Kiernan Easton, made it clear to themselves and others that the client would ALWAYS come first. They hadn’t split off from the major firms to rip off families differently, they wanted to create a place they could trust to invest for their families and friends, and where other families and friends could trust as well. All three became fiduciaries, advisors legally obligated to put their client’s needs above their own. They used ETF’s (Exchange Trade Funds) to replicate the diversification of Mutual Funds, without the exorbitant and nonsensical fees. They set out to meet new clients, showing them how they could improve their strategies. The story of Dynamic Wealth Solutions continues, but it will always have at its core one principle: Doing what is right for the client.

Assets Under Management:

$10 million

Fee Structure:

Fee-Only

CRD Number:

6144190

Disclaimer:

Investment advisory services offered through Dynamic Wealth Solutions L.L.C., a registered investment adviser. This page is published for residents of the United States and is for informational purposes only. Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. Dynamic Wealth Solutions, L.L.C. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. For additional information, please contact our office atTim@GoDWS.com

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September 2016
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Can I blog about stocks without being a certified financial consultant?
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Generally speaking, no, although you are entitled to have an investment opinion and share that opinion with others to an extent. Take for example StockTwits.com; most of the users are unlicensed investors and share ideas with each other daily through an online news feed similar to Twitter. The sharing of stocks may be considered illegal by the sharing of non-public material information about publicly traded securities or when you receive compensation from investment advice related to your blog. You could be sued or ordered a cease and desist if you are misleading people on your blog. I do not provide legal counsel, however, I believe this guidance will help point you in the right direction.

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