The Hicks Capital Difference

Client Advocates

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Fiduciary Duty

At Hicks Capital, we have higher standards for wealth management.  First and foremost, Hicks Capital has a fiduciary relationship with each client.  Putting your interests first and providing objective advice and solutions is more than just a mission statement – it is our duty. 

True Independence

At Hicks Capital, everything we do supports our client’s interests – period.  We are committed to an open architecture approach for investments, research, and technology. We have the flexibility to work with the best available research and use our extensive network of investment professionals at Wall Street firms, banks, investment managers, and boutique investment firms. Moreover, we are free to choose the most dynamic technology in investment reporting, analysis, and financial planning tailored to our client’s needs.

We have no proprietary products to sell, no sales managers, and no quarterly earnings numbers to beat. No commercial or retail banking, no investment banking, and no proprietary trading. Fewer distractions, means we can focus exclusively on our clients.

We deliver objective, unbiased advice without pressure from management or the firm. Our fees are transparent and we have the ability to create customized solutions for our clients.

Accountability and Transparency

In today’s world, there are many places to invest, and many wealth management options. At Hicks Capital, integrity and ethical standards are foundational, because building trust is impossible without them. We believe accountability starts with doing what we say we are going to do and living up to our commitments. Transparency is about open communication and information sharing.

Personal Service

Great service often starts with the simplest steps – like being available, responsive and thoughtful. Not only do we pride ourselves on being available, we aim to be proactive, thinking about what may impact our clients even when they may not be thinking about these things themselves.  We are passionate about meeting client needs, finding answers to their questions, addressing their concerns, and educating family members when necessary. We like hearing from our clients, and knowing what’s going on with them. At Hicks Capital, we have built our entire business on delivering wealth management with a human touch. Honestly, it’s just who we are.

Hicks Capital Management, LLC | 4200 Regent Street, Suite 4200 | Columbus, OH 43219 | 614.944.5210 | info@hicks-capital.com

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211 Investments through PKS or RIA are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY. Purshe Kaplan Sterling Investments and Hicks Capital Management, LLC are not affiliated companies.