Monthly Newsletter August 2021

View this email in your browser

Hello!Lately, our bi-weekly newsletter seems to be turning into a bi-monthly newsletter, but it's for a good cause; I have some exciting news to share with you. 

On Tuesday, August 17, we pitched our investment strategy to a property group in San Francisco with the hopes of landing our first institutional investor. Not only was the investment pitch successful, but we are also in the process of becoming the primary advisor for the firm’s estate plan! This marks a massive milestone for HC and we are very excited to help large companies align their investments with their personal values.

That same evening, we met with an angel investor who agreed to join us as a passive member. With this new cash infusion, Hoskin Capital is valued at $10 million! Using this new money we are continuing to fine-tune our investment strategy by leveraging even more data and the best software in the industry. We are also redesigning our website to include our new research service! Anyone curious about the research that backs an impact investment firm will be able to subscribe to our dashboard and view our market commentary, company reports/models, whitepapers, and alternative data we develop in-house.

Today, Callaghan also finished his advertising budget, so we are working on improving our messaging to get in front of as many people as possible. This includes merch! We ordered some samples a few days ago, and we will be doing giveaways at our next event (Veritas 2.0 maybe??). 

So why am I telling you all this?

We want feedback! We now have the flexibility to make HC even better, and we want to design the perfect investing experience for you. We’ve been lucky enough to see success in the investing and planning parts of the business, is there anything else you would like to see from us?

One thing we have in mind is autonomous account opening. With this system, new clients could open an account independently, fund it, then meet with us to finalize the investment approach before we get the money invested. Is this something you would like to see?

You can get in touch with us by replying to this email or scheduling a discovery meeting. 

I hope you have a wonderful rest of your week!

Warm regards,

Nate Hoskin, CFP®Chief Investment Officer