Looking back and reflecting on the path to establishing her own Idaho Registered Investment Advisory firm, Kalyn Hochstrat muses “The dots all connect, one after another, leading me to where I am today. It makes sense looking back; it didn’t always make sense as I was on the path.”
Most of her clients have a personal - real world connections to Kalyn; family, friends, neighbors, former colleagues, students and word of mouth referrals. “The faith and trust people have in me is humbling - a privilege I take very seriously and am grateful for.” Kalyn firmly states “I am an educator, not a salesperson. My firm is uniquely positioned to simplify my clients’ financial lives by keeping things simple, eliminating the nonsense and focusing on individual client needs and the investor’s right to receive objective conflict-free advice.” Kalyn is not compensated by what she sells, but rather on how her client assets and wealth grow over time.
“Eastern based, big box investment advisory firms are disconnected from the people they serve: the hardworking rural people of the American West. They view and treat us rural people as dollar signs, not as people.” Kalyn’s firm is capitalizing on that ill-mannered approach by focusing on providing clients old fashioned personable customer service, custom tailored to meet their individual needs and preferences. Kalyn is focused on saving her clients money, by keeping things simple and relaxed. She understands her responsibility to provide honest, carefully researched, thoroughly vetted high quality investment options and wise financial guidance to those she serves. Kalyn possess a grounded rural sensibility.
Kalyn is completing her Master’s in Personal Finance and Wealth Management from the College of Financial Planning and will earn the “Certified Financial Planner” designation in the process.
Kalyn is clearly focused on one sensible goal: helping those she serves meet concrete financial objectives; growing and protecting client wealth over the long-haul.
To learn more about Kalyn Hochstrat | Investment Advisor LLC. visit www.kalynhochstrat.com for details.