Q&A

Hauberk Capital Wealth Advisory is a premier financial advisory service that provides personalized wealth management solutions. We offer comprehensive financial planning, investment management, and advisory services tailored to meet the unique needs of high-net-worth individuals and families.

Hauberk Capital manages a wide range of account types including individual and joint investment accounts, retirement accounts (IRAs, 401(k) rollovers), trust accounts, corporate accounts, and family office services. We tailor our approach to each client's specific financial situation and goals.

We employ industry-leading security measures to protect your personal information, including encryption, secure servers, and strict access controls. Our privacy policy ensures that your information is never shared with unauthorized third parties, and we regularly update our security protocols to address emerging threats.

Clients receive comprehensive quarterly performance reports, but you can access your account information 24/7 through our secure client portal. Additionally, your dedicated advisor will schedule regular review meetings to discuss your portfolio performance and any adjustments needed to align with your financial goals.

Our fee structure is transparent and based on a percentage of assets under management, typically ranging from 0.75% to 1.5% annually depending on portfolio size and complexity. We provide a detailed fee schedule during your initial consultation, and there are no hidden charges or commissions.

We employ a variety of investment strategies tailored to each client's risk tolerance, time horizon, and financial goals. These may include strategic asset allocation, tactical adjustments, alternative investments, and ESG (Environmental, Social, and Governance) focused portfolios. Our approach is evidence-based and focused on long-term wealth preservation and growth.

Yes, you have full control over your investment portfolio. Your advisor will work with you to implement any desired changes and will proactively suggest adjustments based on market conditions and your evolving financial situation. We encourage regular portfolio reviews to ensure alignment with your goals.

No, Hauberk Capital is committed to complete fee transparency. All fees are clearly disclosed in our client agreements and regular statements. We do not receive commissions or kickbacks from financial products, ensuring our advice is always in your best interest.

You can reach our client support team via phone, email, or through our secure client portal. Each client is assigned a dedicated relationship manager who is available during business hours. For urgent matters, we maintain a 24/7 support line to ensure you always have access to assistance when needed.

Getting started is simple. Schedule an initial consultation through our website or by calling our office. During this meeting, we'll discuss your financial goals, risk tolerance, and investment preferences. After this, we'll develop a personalized financial plan and investment strategy for your review and approval before implementation.

You can access your account information 24/7 through our secure online client portal. The portal provides real-time updates on your portfolio performance, transaction history, and important documents. We also offer a mobile app for convenient access on the go. For assistance with portal access, our client support team is available to help.

Our investment strategies are diverse and customized to each client's needs. We utilize modern portfolio theory, factor-based investing, and dynamic asset allocation. Depending on your goals, we may incorporate traditional investments (stocks, bonds), alternative assets (real estate, private equity), and sustainable investing options to create a well-diversified portfolio.

Absolutely. Your portfolio remains flexible and can be adjusted as your financial goals or market conditions change. Your advisor will conduct regular reviews with you to ensure your investments remain aligned with your objectives, and you can request changes at any time through your advisor or our client portal.

Hauberk Capital operates with complete fee transparency. We charge a straightforward asset-based fee that covers all our wealth management services. There are no hidden charges, surrender fees, or commissions. All potential costs are disclosed upfront before you make any investment decisions.

We provide formal quarterly performance reports detailing your portfolio's performance, asset allocation, and progress toward your financial goals. However, you can check your account status anytime through our secure client portal. Additionally, your advisor will schedule regular review meetings (typically quarterly or semi-annually) to discuss your portfolio in detail.

Our fee structure is based on a percentage of assets under management, typically ranging from 0.75% to 1.5% annually. The exact percentage depends on your portfolio size and the complexity of services required. For clients with significant assets, we offer tiered fee schedules that provide reduced rates as asset levels increase.

We maintain strict confidentiality of all client information. Your personal and financial data will never be sold or shared with third parties for marketing purposes. We only share information as necessary with trusted partners (such as custodians) to service your account, and as required by regulatory authorities. Our detailed privacy policy is available upon request.

Hauberk Capital's headquarters is located in Dubai, UAE, with additional offices in major financial centers around the world. We also offer virtual meetings for clients who prefer remote consultations. Our global presence allows us to serve clients across different time zones and jurisdictions with localized expertise.