We create peace of mind
for YOU in retirement
The AssetLock Advantage
AssetLock monitors the investor’s household portfolio value and AssetLock Value and communicates key changes to both the investor and financial advisor. This approach helps the investor capture portfolio gains and reduce the potential for losses by keeping the portfolio strategy and investor’s risk tolerance aligned.
LAFAYETTE FINANCIAL ADVISORS
Hux Capital Management
We are dedicated to providing you a customized retirement and investment plan that will last your lifetime and beyond. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, located in Lafayette, Louisiana, our primary focus is to provide unbiased advice that is designed to achieve long term investment results. The decisions we make on your portfolio are based on math and science and not buy and hold.
We strive to provide you with the highest level of professional investment education, informed planning, direction, and consultation, along with the highest level of customer service in the industry. No matter your investment level, each and every client will receive these benefits, with the highest degree of trust, integrity, and respect, while constantly collaborating using a team approach.
Meet Randy Hux
Randy Hux, Founder and President, is passionate about providing you with unique solutions and education about your retirement and investments.
Our Approach
We have the most transparent process for your retirement and investment needs. Our processes are simple and easy to understand. They are designed to build you a secured future.
How we're different
We operate with a high level of character and integrity. You will find that we are thorough and we want to know your concerns and needs intimately.
WHERE CAN WE HELP YOU
Our Services
Latest Blog Articles
Intelligent, Disciplined Investing with AssetLock®
Hux Capital Management is excited to bring to their clients new communication and monitoring technology that will help deepen client relationships by delivering meaningful communications on a proactive basis.
The AssetLock Advantage
AssetLock helps investors capture portfolio gains and reduce the potential for losses that exceed an investor’s risk threshold by monitoring and communicating the household portfolio’s value and AssetLock Value to the investor and their financial advisor.
How AssetLock Works
The hypothetical example below demonstrates using AssetLock on an initial portfolio valued at $100,000. The investor’s Value at Risk score determined a 10% AssetLock Threshold desired in the portfolio) making the starting AssetLock Value $90,000. If the portfolio experiences growth to a High-Water Value of $146,793, the AssetLock Value would then increase to $132,114. If the portfolio then experiences a 10% loss, reaching the AssetLock Value of $132,114, the financial advisor and investor will be notified to discuss the possibility of portfolio allocation adjustments.
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. AssetLock® is tracking software used to monitor the performance of a client’s household portfolio, and to predetermine the amount of downside the client is willing to tolerate. It is NOT an actual stop order and will NOT automatically sell the individual securities in the household portfolio. The AssetLock® Value is a reference point to encourage a conversation between the advisor/firm and the client to determine if the client’s household portfolio should remain unchanged, reset the AssetLock® Threshold by reallocating to a different risk profile, or liquidate part or all of their household portfolio. AssetLock® will send the client and their advisor alerts when the household portfolio reaches the client’s determined values, new all-time highs and/or the maximum targeted amount of downside the client is willing to accept. The client and their advisor are notified about changes in the client’s household portfolio. This notification requires that the client is subscribed to receive text message and/or email alerts from AssetLock®. Message frequency varies. Standard message and data rates may apply.
©2024 Simplicity Group. All Rights Reserved. SWG 3613971-0724a
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Allow us to show you a simple and trustworthy plan for your retirement.
HUX CAPITAL MANAGEMENT
Headquarters
Located in Lafayette, Louisiana and primarily serving Acadiana.
337.366.9892 Call or Text
800.988.7855 Call Toll Free
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OUR LOCATION
Where to find us?
4023 Ambassador Caffery Pkwy
Suite 201
Lafayette, LA 70503
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.
The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than where legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
Hux Capital Management, LLC and Randy Hux are not affiliated with or endorsed by the Social Security Administration or any government agency.
Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs.
Copyright 2023 Hux Capital Management. All Rights Reserved.
Copyright 2023 Hux Capital Management.
All Rights Reserved.