View Capital Advisors, LLC

View Capital Advisors, LLC recently hosted a luncheon in Tyler, Texas titled Ballots and Bulls and Bears, Oh My! where Chief Investment Officer, Ken Shoji, and Director and Client Advisor, Kelly Hohertz, CFA, walked through the proposed policies by each each presidential candidate and the potential market impacts and investment implications. Attendees were provided a balanced, informative discussion geared towards portfolio management and investment opportunities surrounding the upcoming U.S. presidential election. #Investing #WealthManagement #PresidentialElection #ViewCapital

Jeff Rupp and Kelly Hohertz, CFA, members of View Capital Advisors, LLC Investment Committee, tour a packaging factory as part of our private equity due diligence process. We firmly believe that extensive, boots-on-the-ground analysis is key to alternatives investing on behalf of our clients. #Investing #PrivateEquity #DueDiligence #WealthManagement

Meet the members of View Capital Advisors, LLC's Investment Committee-seasoned experts dedicated to identifying investment opportunities across asset classes and supporting the firm's investment advisors to craft tailored asset allocations and portfolios. Their deep industry knowledge, combined with a commitment to in-depth investment research, ensures that our clients receive the most insightful guidance and innovative solutions to achieve their financials goals. Meet the team driving our success. Jeff Rupp Ken Shoji Kelly Hohertz, CFA Austin Tatum, CFA Matthew Anthony #ViewCapital #WealthManagement #InvestmentStrategy

Meet the members of View Capital Advisors, LLC's Investment Committee-seasoned experts dedicated to identifying investment opportunities across asset classes and supporting the firm's investment advisors to craft tailored asset allocations and portfolios. Their deep industry knowledge, combined with a commitment to in-depth investment research, ensures that our clients receive the most insightful guidance and innovative solutions to achieve their financials goals. Meet the team driving our success. Jeff Rupp Ken Shoji Kelly Hohertz, CFA Austin Tatum, CFA Matthew Anthony #ViewCapital #WealthManagement #InvestmentStrategy

Is Jay Powell ready to begin implementing interest rate cuts? Should Wall Street analysts give up trying to forecast the path of the equity market? Are Synthetic Risk Transfer bonds the next weapons of mass destruction? Read View Capital Advisors, LLC most recent Quarterly Review and Strategy Update by Ken Shoji and Matthew Anthony to find out. #ViewCapitalAdvisors #Investing

Happy Independence Day! As we celebrate the freedoms that define our nation, we also reflect on the financial independence that empowers our clients. At View Capital Advisors, LLC, we are committed to guiding you towards a prosperous future. Wishing everyone a safe and joyous holiday! #IndependenceDay #InvestInYourFuture

View Capital Advisors, LLC is thrilled to announce that our Analyst, Matthew Anthony, has passed the Level I CFA exam! We are beyond proud of his hard work and dedication. Please join us in celebrating his job well done. #CFA #hardworkpaysoff #congrats

Today, View Capital Advisors, LLC celebrates Juneteenth, the end of slavery in America, and freedom for all Americans. #happyJuneteenth

On this Memorial Day, we honor and remember the brave men and women who have given their lives while serving our country. Their sacrifice will never be forgotten. Let's take a moment to reflect on the courage, bravery, and selflessness of these heroes. Today and every day, we are grateful for their service. #MemorialDay #NeverForget #HonorOurHeroes #ViewCapital

Check out View Capital's latest PANORAMA ISSUE 51. Get in-depth insights into Biden's '25 Budget Proposals and stay ahead of the estate planning game with our expert analysis. #ViewCapital #PANORAMAIssue51 #EstatePlanning