DHK Financial Advisors, Inc.
DHK Financial Advisors, Inc. is a SEC-registered investment adviser based in Portsmouth, New Hampshire. Founded in 1991, the firm provides investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and retirement plans. DHK operates as a fiduciary, adhering to a strict duty to act in clients' best interests without commission-based recommendations. The firm currently employs approximately 5 professionals and manages portfolios for a diverse set of clients including nonprofit and pension plan entities.
Investment Strategy
DHK Financial Advisors, Inc. employs a diversified investment strategy tailored to meet the unique objectives and risk profiles of its clients, which include individuals, high net worth persons, charities, and retirement plans. The firm manages discretionary and non-discretionary accounts across asset classes, and builds portfolios with a focus on long-term growth, capital preservation, and risk management. Their approach leverages ETFs, mutual funds, and direct equity investments, with allocation decisions informed by comprehensive analysis of client needs and market conditions. Significant AUM for charitable and pension accounts demonstrates expertise in institutional investment mandates.
Top Holdings
Equity Positions (86)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 19.96% | $34.7M | 71,435 | $405.61 | $485.77 | -$3.3M |
B BRK-A | BERKSHIRE HATHAWAY INC DEL | 10.48% | $18.2M | 25 | $610460.00 | $728800.00 | -$1.7M |
V VT | VANGUARD INTL EQUITY INDEX F | 9.04% | $15.7M | 122,314 | $100.51 | $128.52 | +$1.6M |
G GLD | SPDR GOLD TR | 5.22% | $9.1M | 29,804 | $183.57 | $304.83 | +$822.7K |
S SPY | SPDR S&P 500 ETF TR | 3.84% | $6.7M | 10,782 | $562.74 | $617.85 | -$3.7M |