US Adviser

US-based adviser

HK Wealth Management, Inc.

HK WEALTH MANAGEMENT, INC.

11901 Santa Monica Bl. Ste 444, Los Angeles, CA 90025

T: (213) 509-6544

creader@hkwmanagement.com

Minimum amount of investment:

USD 10,000

Is it possible to get a better return in your portfolio with less systemic risk?

That is precisely what HK Wealth Management, Inc. strives to deliver. Our advisors, partners and affiliates specialize in all areas of money management, wealth building and generational preservation. 

Keeping pace with up markets and preservation of capital in down markets are paramount if you want to achieve your long-term goals.

Past performance does not guarantee future results.  All investments carry some degree of risk.

Al Knobloch, CEO

I was born and raised in Great Bend, Kansas.  I attended the University of Kansas where he received a Bachelor’s degree in Cognitive Psychology with a minor in Mathematics and Statistics.  I grew up learning the value of not only working hard, but working smart.  My father taught me the value of compounding interest, and the value of investing for a rainy day.  At an early age, I developed twin passions for money and music.

With both passions in tow, I moved to Los Angeles in 1989 where I spent 16 years in the music industry, with 11 of those in corporate marketing at Sony Music Distribution.  Realizing a mid-life transition would be in the offing, I spent nights and weekends in a cocoon of self-education, learning the stock and options market, as well as the real estate market where I spent several years as an owner/developer.  Changing career direction, in 2006 I enlisted in the broker/dealer world, joining firms such as Investment Advisors International, Inter-Securities and Transamerica.  My exposure to the registered investment advisory business propelled him in 2009 to exit the broker/dealer world to form HK Wealth Management, Inc., where I could formally apply the insurance, securities and real estate expertise I  attained all under one banner. 

My extensive experience has enabled my clients to enjoy the values and benefits of an actively managed portfolio, which they would otherwise not have access to.  I believe there are too many investors that are underserved by the financial industry when it comes to having their money professionally attended to.  My mission is to get everyone possible into individually managed accounts, where they stand a better chance to achieve their financial goals.  I have strived to bring the level of products and services that the high net worth echelon of the investing public are accustomed to, down to the level of the pre-high net worth segment of the investing public [investors with less than a million dollars].

Additionally, I advise clients on the features and benefits contained in the insurance and tax codes, bringing to bear all the advantages of bespoke solutions to private transactions.  My expertise in risk management and tax/cost efficiency strategies provides a high value add to clients.  With a global focus, I am now expanding my practice to include investors and business owners in the EU.

I hold the licenses: FINRA Series 65, FINRA Series 26, CA Life & Health, CA Real Estate.

aknobloch@hkwmanagement.com  

T:  (310) 625-7747
Cory Reader
Cory Reader, Chief Investment Officer

I was born and raised in Brisbane, Australia.  While playing in the National Basketball League in Australia, two American players on the team encouraged me to play for a university in the US and take a shot at the NBA.       

I retired from basketball in December 2004 at the ripe old age of 32 and decided it was time to get a “real job”. In March of 2005, I came to work in the investment management industry at Smith Barney (which became Morgan Stanley in 2009), joining the team of an industry friend with over 20 years of experience as a fund manager. Prior to me joining, this manager had conducted a back study over the history of the markets to come up with his original proprietary strategy for investing client accounts. After the 2008 market collapse, I helped improve upon that original strategy by implementing some downside loss mitigation triggers to make sure that their clients would never have to go through anything like that again. From day one I was learning from the best in the industry and very quickly built myself up to Junior Partner status on the team.

It eventually came time for me to step out and start running my own fund models and building my own business. In 2017, I tendered my resignation to Morgan Stanley and left the broker/dealer world, partnering with my friend and colleague, Al Knobloch and HK Wealth Management, Inc.

The work ethic, drive and determination that was ingrained in me during my sporting years serves me extremely well today. I am tirelessly reading, researching and analyzing information as I believe that no matter how good you are today, you can always be better tomorrow (insert any Michael Jordan quote here as the epitome of this mind set). In that vein, while the origin of the investment strategy I run dates back to my friend who I started in the industry with, the real benefits have been added since early 2009 as I continue to improve upon the investment strategy. My clients' performance bear testament to the dedication and development of the investment strategy that I manage at HK Wealth Management, Inc.

I hold the licenses: FINRA Series 66, CA Life & Health, Financial Planning Specialist.

creader@hkwmanagement.com

T: (213) 509-6544
In collaboration with Swiss SEC-registered investment advisers, Swiss-based US tax advisers and Swiss lawyers for international investment diversification.

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