Utter transparency
Huckleberry clients get a real-time view of their investments. You can login anytime to see every position you own and how your portfolio is performing.
To own a stock is to own a slice of a living, breathing business. Stocks comprise the core of our portfolios, and we sprinkle in options and shorts to generate income and hedge specific risks. Keep reading.
Huckleberry portfolio managers invest 100% of their personal portfolios in Huckleberry strategies. This is just one way we make sure our interests are aligned with yours. Check out the Huckleberry Core Values.
Compared to other investment structures -- mutual funds, hedge funds, brokers -- Huckleberry private accounts are cheaper, more personalizable, more tax-efficient, and more transparent.
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An opportunity-driven portfolio targeting long-term outperformance. Find out more
| Benchmark | Wilshire 5000 |
|---|---|
| Concentration | 10-30 individual positions |
| Securities | Primarily stocks, options & ETFs |
| Target holding period | 3-5 years (stocks) 1-18 months (options, shorts, hedges) |
| Accounts | Margin accounts only |
A portfolio designed specifically for young professionals targeting capital appreciation. Find out more
| Benchmark | Wilshire 5000 |
|---|---|
| Concentration | 10-25 individual positions |
| Securities | Primarily stocks |
| Target holding period | 3-5 years |
| Accounts | All account types |
| Minimum monthly deposit | $100 |
A value-focused portfolio of companies that "pay us to own them." Find out more
| Benchmark | Russell 2000 |
|---|---|
| Concentration | 15-25 positions |
| Securities | Primarily stocks |
| Target holding period | No target, but typically 3+ years |
| Accounts | All account types |
| Minimum monthly deposit | None |
An income-focused portfolio designed for conservative investors looking for yield and attractive risk-adjusted returns. Find out more
| Benchmark | Inflation + 3% |
|---|---|
| Securities | REITs, Closed End Bond Funds |
| Target holding period | 3+ years |
| Accounts | All account types |
| Minimum monthly deposit | None |
We've all taken the Huckleberry Pledge: A commitment to invest our own money in every Huckleberry strategy and fund. Every investment you own, we own.
Huckleberry clients get a real-time view of their investments. You can login anytime to see every position you own and how your portfolio is performing.
Winning strategies, tax efficiency, easy liquidity, and unrivaled transparency -- all for less than the average mutual fund charges. Yep, Huckleberry private accounts are pretty stellar. See how we stack up.
We charge a low percentage of assets with no hidden fees. That's it. Simple.
Our broker is rated among the most secure in the world, and we insure every client account up to $30 million. We're obsessive that way.