Hochstrat Investments is an independent boutique investment advisory firm, with roots firmly grounded in Western American culture, traditions and values. We are a holistically centered organization, working exclusively for our clients, providing Unconditional Advice at a flat (100% transparent) fee.
We are committed to tailoring our services to meet each client's unique individual needs and preferences, building lifelong relationships with those we serve in the process. The focus is on helping clients get the most value from their financial resources, keeping things simple and supporting them to focus on what is truly important in their own lives.
Advisor, Kalyn Hochstrat is a wife, mother, daughter, sister, auntie, cousin, friend and educator for life. Kalyn enjoys an active life ~ walking, yoga, skiing, time spent horseback with her family, friends and faithful old dog Max, working cattle, reading, blacksmithing and yard work!
B.A. from Boise State University
M.S. in Personal Finance & Wealth Management
Series 7: 44877
Series 66: 4/22/2023
Idaho Registered Investment Advisor Firm
Small Business Owner, 14+ years in business
Idaho Education Credential Exp: 08/31/2025
The Hochstrat Investments team mindfully supports organizations that foster and promote the wise stewardship of resources, health & vitality, family, literacy, the Arts, dynamic Western culture/heritage and real world reciprocal community such as:
National Old Time Fiddlers' Festival
Students and young people of Rural Western America
Illustrious Onion Skin Players
Snake River Economic Development Alliance
Idaho Commission for Libraries
The Women's Institute for Financial Education ~ Money Club
TOP 10 FAVORITE PERSONAL FINANCE BOOKS:
TOP 5 FAVORITE PERSONAL FINANCE PODCASTS:
OUR SUPPORT NETWORK
Client Account Custodian & Broker
CUSTODIAN: A third party financial institution that holds customer securities for safekeeping to minimize the risk of theft or loss. A custodian holds securities and other assets in electronic or physical form.
BROKER: A broker executes orders on behalf of clients. This means the entity through which investors hold a brokerage account. It generally means the entity who helps buy and sell securities.