Dear Valued Clients,
As we approach the end of 2024, we wanted to reflect on what has been an extraordinary year for Fox Hill Wealth Management and, more importantly, for you—our cherished clients. While we may be young as a firm, celebrating just our second year under the Fox Hill banner, the depth of our relationships with you makes it feel like we've been on this journey together for much longer.
Investment Success Through Strategic Positioning
This year has been marked by significant achievements in portfolio performance. Our strategic positioning in key sectors—particularly utilities, technology, and emerging fields like artificial intelligence and nuclear energy—has yielded impressive returns for our clients. These results validate our commitment to forward-thinking investment strategies while maintaining a careful eye on risk management.
What makes these returns even more satisfying is that they were achieved while maintaining our commitment to reasonable fee structures. When one of our clients recently compared our performance to hedge funds—noting the stark difference in fee structures—it reinforced our core belief that exceptional wealth management should be high-performing and cost-effective.
Growing Together
Our growth this year has been multifaceted. While we're proud of the increase in our assets under management, we're even more pleased that this growth came from existing client portfolios and new clients you referred to us—our greatest advocates. This organic growth through referrals is perhaps the most meaningful measure of our success, as it reflects the trust you place in us to serve your friends and family.
Strengthening Our Team
To ensure we continue providing the exemplary service you deserve, we've made strategic additions to our team:
Jethro Kollie joined us as a new advisor, bringing fresh perspectives and expertise to our investment strategies
Ian McConnell achieved his Series 65 license while continuing to lead our servicing department with distinction, ensuring that critical tasks like required minimum distributions were handled efficiently and well ahead of schedule
Justin Obey came aboard to enhance our marketing and communication efforts, helping us better connect with you and share our insights
Looking Ahead to 2025
As we look toward the future, we remain optimistic about the opportunities in our core sectors. Our exposure to utilities, technology, AI, and nuclear energy continues to show promise, though we're maintaining vigilant oversight and making tactical adjustments as economic conditions evolve.
We're also excited about expanding our client engagement opportunities in the coming year. If you have ideas for events or would like to participate in our client-only gatherings, please reach out to us. Your input helps shape our program of events and ensures they remain relevant and valuable to you.
A Note of Gratitude
While numbers and performance metrics are important, what truly matters to us is the trust you place in our team. Every referral, every conversation, and every opportunity to help you achieve your financial goals reminds us of why we chose this path. After two years as Fox Hill Wealth Management, we're more committed than ever to earning your trust each day through our actions, our integrity, and our results.
Thank you for being part of our journey. Here's to continued success and partnership in 2025 and beyond.
Warm regards,
The Fox Hill Wealth Management Team
Thank you all for what you do. We wish you all a happy healthy and prosperous 2025