ABOUT US

MORE THAN A FINANCIAL COMPANY

We apply the same care as we do with our own families

We built Hoovest as an extension of our values to serve the people around us. We started with investing our own money, then created investments for our extended families, business partners, and eventually the general public.

We believe that everyone deserves to have the same access to the high quality investments as do institutional investors. Therefore, we source unique investments that ordinarily have high entry thresholds and provide our clients with access to these investments through our proprietary funds.

Principles

We believe in a set of principles that guide our actions in our personal and professional life:

  • Do unto others as you would have them do unto you
  • Be passionate and compassionate
  • Be open-minded and curious
  • Cultivate meaningful work and meaningful relationships
  • Act with joy and enthusiasm

Philosophy

Our investment philosophy can be described in the following way:

  • Diversification is the only free lunch in finance, so diversify, diversify, and diversify
  • Take calculated risks
  • Stay invested throughout the cycles
  • Investment is ultimately about people—work with great people and great investments will follow

The Team

We value people above all else because we have built our business to serve others, whether they are our clients, advisors, or fellow team members.

We are always looking for passionate individuals to join our team. Please reach out if you believe we are a fit for you.

Join us

THE KEY TO OUR SUCCESS

Our team

Peter Fang, CFA

Chief Executive Officer

Chief Compliance Officer & UDP

Portfolio Manager

(Advising Representative)

Corbin Lowe, BBA

Chief Operating Officer

Investment Advisor

(Dealing Representative)

Benjamin Waite, BBA, CIM

Head of Wealth Management

Portfolio Manager

(Advising Representative)

Bryan Dar Santos, BSc

Research Consultant

(Hoovest Enterprises Corp.)

Garnet Andrews, CPA CGA, CPA (Washington), CIM

Consultant

(Hoovest Enterprises Corp.)

Hoa Nguyen, MBA

Senior Accounting and Operations Manager

Myrasol Tekle

Compliance and Operations Officer

Wilson Miao

Investment Advisor

(Dealing Representative)

Fei Li

Relationship Associate

Yingxue (Leona) Li

Investment Advisor

(Dealing Representative)

OUR EXTENDED OUTREACH

Our Strategic Advisors

(By alphabetical order)

David Ho

Strategic Advisor

Ed Levinson

Strategic Advisor

Jason Lu

Strategic Advisor

Sammi Wei

Strategic Advisor

See Our Funds