Hickok & Boardman Capital Management Crosses $1 Billion of Assets Under Management

BURLINGTON, VT – Nov. 8, 2021 – As of November 2021 Hickok & Boardman Capital Management (HBCM) is managing more than $1 billion of assets.

Michael McCormack, Managing Partner, HBCM said, “Managing more than $1 billion is quite humbling – but what is especially gratifying is that we have grown by $515 million over the past three years. We are tremendously proud of this achievement.”

He added, “We are extremely thankful to all of our clients for their continued support and trust in our financial stewardship on their behalf. We believe it is our unyielding commitment to our clients near and far, and our calming view of risk management, that appeals to investors. Their belief in us is shared and spreads one person at a time, which has enabled us to cross this major milestone.”

HBCM is an independent office of Raymond James Financial Services. HBCM works with individual clients, non-profits and endowments, and manages assets in accordance with the needs and desires of each individual client.

Brigette White, a Partner at HBCM, noted, “We believe it is our responsibility, and we are paid to mitigate the stress of investing on behalf of our clients, and to make the best decisions based on known risks while also being vigilant to prepare for the unknown.”

In early 2021, HBCM launched the HBCM-Charitable Endowment Fund with an initial investment of $50,000. HBCM in early 2022 will donate an additional $75,000 to the fund.

McCormack added, “As we announced 24 months ago, we will fund our charitable endeavors with a portion of our earnings, and it is our intent to do so every year. We seek to make charitable giving fundamental to our firm’s values and culture of giving back to our community.

“We are seeking to change the narrative and make charitable giving a cost of doing business. The HBCM-Charitable Endowment Fund’s purpose is nurturing community, conservancy and prosperity.”

HBCM thanks all our clients for their continued support.

Hickok & Boardman Capital Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Hickok & Boardman Capital Management is located at 346 Shelburne Road, Suite 501, Burlington, Vermont 05401.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

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