Victor H. Hicks II, CFP®, AIF®
Owner, Managing Principal
Since 1995, Victor has provided investment advice to employer-sponsored retirement plans (like 401(k) plans), as well as individual investors. He is a CERTIFIED FINANCIAL PLANNER™, and is responsible for the firm’s strategic direction, including its portfolio strategy.
He earned the ACCREDITED INVESTMENT FIDUCIARY™ designation from the Center for Fiduciary Studies. The AIF designation certifies that he has a specialized knowledge of “fiduciary standards of care” and their application to the investment management process. He is a graduate of the University of Michigan – Ross School of Business.
Through the years, Victor has helped numerous employers manage the complexities of their benefits plan, including such activities as writing investment policy statements, facilitating pension investment committees, and designing employee communication plans. Much of his work is done by collaborating with the client’s CPA and benefits attorney.
Victor resides in Michigan, with his wife Emily, son Victor III, and daughter Sydney. They enjoy competitive sports, the performing arts, relaxing by the pool, and laughing with family and friends. As a community servant, he works to raise awareness on the issues of financial literacy, and the importance of family support systems.
- A “Top-Scoring Wealth Manager ” by HOUR Detroit 2010, 2011, 2012
- National Association of Plan Advisors (Member)
- Michigan Association of Certified Public Accountants (Associate Member)
- Detroit Society of Human Resource Management – SHRM (Member)
- Financial Planning Association of Michigan (Board Member)
- Leadership Oakland