View Capital Advisors, LLC

Happy Saint Patrick's Day! At View Capital Advisors, LLC, we understand that true financial success is built on thoughtful planning, disciplined strategy and skilled investment expertise - far more reliable than luck alone. As we celebrate Saint Patrick's Day, we remain committed to guiding our clients toward lasting prosperity with tailored wealth management solutions. #StPatricksDay #WealthManagement #Investing #ViewCapital

Please join us as Ken Shoji and Matthew Anthony discuss View Capital Advisors, LLC 2025 Outlook. They will review 2024 market performance as well as outline key market trends, macroeconomic conditions, and policy shifts that could shape the 2025 investment landscape and reveal what all of it could mean for your portfolio. Reach out to your View Capital contact for registration details. #2025Outlook #Investing #ViewCapital

Happy New Year from all of us at View Capital Advisors, LLC! As we step into a new year, we remain committed to helping you achieve your investment goals and secure a prosperous future. Your confidence in us drives us to build wealth strategies that matter. Wishing you and your loved ones a year filled with health, happiness, and endless opportunities. Here's to a successful and abundant 2025! #HappyNewYear #WealthManagement #Investing #ViewCapital

The View Capital Advisors, LLC team adopted from the Angel Tree at The Salvation Army once again! It has become an annual tradition we look forward to every holiday. This year, our angels asked for a basketball and an Easy-Bake Oven and we were happy to oblige! #SalvationArmyAngelTree #ViewCapital #GivingBack

View Capital Advisors, LLC recently hosted an informative luncheon discussing various investment opportunities within healthcare including biotechnology, pharmaceuticals, and medical devices. Thank you to all the speakers and panelists for sharing their insightful knowledge on how investors can participate in the growth and advances in the space. #HealthcareInvesting #Opportunities #ViewCaptial

View Capital Advisors, LLC is pleased to announce Director and Client Portfolio Advisor, Kelly Hohertz, CFA, will join as a speaker at ALTSTX 2024. The forum will take place on November 13-14 at The Statler, Dallas. This event is the annual meeting place for institutional and private wealth investors to discuss investment management and asset allocation. Please see the link if you are interested in attending: https://lnkd.in/eU5pcrRN #ALTSTX #ViewCapital #Investing #WealthManagement

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