Maureen Gaare

Provides market information and advisory services

Provides analytical business information services

Provides clinical research management services

Hokanson Associates' investment process seeks to identify major trends such as demographic shifts or changes in the way people and businesses interact. The firm then attempts to identify which industries are the most likely to benefit from such trends. Hokanson Associates looks to single out the best-managed, best-positioned companies within those industries. The firm employs a disciplined sell strategy that is designed to limit potential losses and to take profits when appropriate. Though not limited by sector, Hokanson Associates tends to invest in the stocks of companies in the healthcare technology, finance, technology services and producer manufacturing sectors. The firm invests globally, across all market-caps. Hokanson Associates maintains a medium turnover rate. Government, corporate and municipal bonds are selected for their clients who seek current disposable income and further asset diversification. Hokanson Associates diversifies bond holdings by industry and maturity, seeking the best combination of after-tax yield and credit quality to achieve clients' objectives.