WEALTH MANAGEMENT DOCUMENT LIBRARY

Plan the life of your dreams. Then live it! Smart wealth management can make the difference between living the life you’ve always wanted and constantly stressing out over financial matters. HoyleCohen helps you make smart financial planning and investment decisions that work towards achieving your financial goals – for today and tomorrow.

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Empowering Women for Financial Independence and Beyond. Women & Wealth, a dedicated HoyleCohen practice led by experienced professional women with the expertise to help grow and protect your wealth through life’s many chapters. Since its inception in 2011, wealth management for women has never been the same.

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HoyleCohen is more than just an advisor, planner or investment manager. Our team of experts offer a deep bench of talent to help you piece together the many moving parts of your financial life including estate planning, legacy planning, equity compensation and others.

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This ADV Part 2A (“Brochure”) provides information about the qualifications and business practices of HoyleCohen, LLC (“HC”). If you have any questions about the contents of this Brochure, please contact HC’s Chief Compliance Officer, Heather England, at (858) 576-7300. The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.

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This ADV Part 3 (“Client Relationship Summary or CRS”) provides information about HoyleCohen, LLC:

• Services offered
• Investment advisory agreement
• Fee’s charged and how our financial professionals make money
• Legal obligations when acting as an investment advisor

If you have any questions about the contents of this Summary, please contact HC’s Chief Compliance Officer, Heather England, at (858) 576-7300. The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.

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This privacy policy explains what HoyleCohen does with your personal information.

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This CA Supplemental privacy policy explains how we comply with the California Consumer Privacy Act of 2018.

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Advisory services offered through HoyleCohen, LLC, an SEC Registered Investment Advisor. On 09/01/24, HoyleCohen, LLC (“HoyleCohen”) merged with and into The Colony Group (“Colony”). Clients of HoyleCohen assigned their advisory agreements to Colony.

HoyleCohen, LLC only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by HoyleCohen advisors), or products made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels.

Investments involve risks. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include risk of loss that clients should be prepared to bear and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this website serves as the recipient of, or a substitute for, personalized individual advice from a HoyleCohen advisor or any other investment professional.

Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. All investments carry the risk of loss, including loss of principal invested.