Hochstrat Investments is an independent boutique investment advisory firm, with roots firmly planted in Western American culture, traditions and values. We are a holistically centered organization, working exclusively for our clients, providing Unconditional Advice at a flat (100% transparent) fee.
"We are committed to tailoring our services to meet each client's unique individual needs and preferences, building lifelong relationships with those we serve in the process. The focus is on helping clients get the most value from their financial resources, keeping things simple and allowing them to focus on what is truly important in their own lives." ~Kalyn Hochstrat
Advisor, Kalyn Hochstrat is a wife, mother, daughter, sister, auntie, cousin, friend and educator for life. Kalyn enjoys an active life ~ walking, yoga, skiing, time spent horseback with her family, friends and faithful dog Max, working cattle, reading, blacksmithing and yard work!
B.A. from Boise State University
M.S. in Personal Finance & Wealth Management
Series 7: 44877
Series 66: 4/22/2023
Idaho Registered Investment Advisor Firm
Small Business Owner, 14+ years in business
Idaho Education Credential Exp: 08/31/2025
KALYN CHOOSES TO SUPPORT LOCAL ORGANIZATIONS AND EVENTS THAT PROMOTE DYNAMIC HEALTH, LITERACY, THE ARTS, LOCAL CULTURE AND COMMUNITY, such as:
Students of Washington and Adams Counties
TOP 10 FAVORITE PERSONAL FINANCE BOOKS:
OUR SUPPORT NETWORK
Client Account Custodian & Broker
CUSTODIAN: A third party financial institution that holds customer securities for safekeeping to minimize the risk of theft or loss. A custodian holds securities and other assets in electronic or physical form.
BROKER: A broker executes orders on behalf of clients. This means the entity through which investors hold a brokerage account. It generally means the entity who helps buy and sell securities.