Hochstrat Investments LLC

Overview

Hochstrat Investments LLC is a small, independent registered investment adviser organized as a limited liability company and run by an individual owner. The firm focuses on serving individual and family clients as well as a limited number of institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and educational seminars. It also operates as an insurance broker, which suggests client relationships often combine investment advice with insurance solutions. Investment activity is concentrated in publicly traded securities, with a clear preference for exchange-traded equities and mutual funds. The firm charges a mix of fees — asset-based fees, hourly fees and fixed fees — and maintains a largely non-discretionary relationship with client assets. Hochstrat is not positioned as an allocator to third‑party alternative fund managers and does not report an active ESG investment program.

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Public Holdings

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Location & Offices