Huckleberry offers four core investment strategies -- Huckleberry Go-Anywhere, Huckleberry Origins, Huckleberry Virtuous Circle, and Huckleberry Harvest -- and a wide variety of private investments. Learn more about the Huckleberry portfolios.
You also receive an account statement in the mail each quarter.
Yes – a proud one! As a fiduciary, we have a legal -- and ethical – obligation to always serve client interests above our own.
Yes! You can find a link to our latest Form ADV in the footer of our website (just scroll down!).
For our core investment portfolios, we charge a flat 1% of assets annually. This fee is deducted from your account each month. Fees for private investments vary with the opportunity and always disclosed clearly and up-front.
Absolutely. Eating our own cooking is one of the Huckleberry Core Values. Huckleberry portfolio managers invest personal money right alongside clients, and Huckleberry invests its own capital, too.
Interactive Brokers is Huckleberry's broker. We love them for three reasons:
Learn more on Interactive Broker's website.
We'll alert you when your annual tax documents are ready each year. You can also access these forms, including historical forms, by logging into interactivebrokers.com and navigating to Reports > Tax > Tax Forms.
Never. We do not accept any commissions for selling you financial products, such as high-load mutual funds, unnecessary insurance policies, annuities (don't get us started), or other works of the devil.
Yes. Each client account is protected up to $30 million under insurance policies with the SIPC and Lloyds of London. Learn more about security & privacy.