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Luis Rivera Hopkins

Advisor at RIHO Partners, LLC

Updated today
RIHO Partners, LLC logo

Firm

RIHO Partners, LLC

Location

Tucson, AZ

Credentials

Series 63, Series 65

Industry experience

8 years

About

Luis Rivera Hopkins is the sole advisor at RIHO Partners, LLC, an independent firm based in Tucson, Arizona. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including two years as a private investor prior to founding RIHO Partners in 2017. RIHO Partners provides discretionary portfolio management services primarily to high-net-worth individuals and corporate clients, including a significant number of non-U.S. relationships. The firm employs a fundamental analysis approach with a multi-year horizon, utilizing a concentrated portfolio strategy and a broad range of investment tools such as foreign securities, derivatives, and short sales.

Client services

Based on RIHO Partners, LLC

Portfolio management

Expertise

Based on RIHO Partners, LLC

Active portfolio management Options & derivatives strategies Concentrated stock management

Fee options

Percentage

$0 - $30,000,000: 1.00% annually $30,000,001 - $70,000,000: 0.80% annually $70,000,001 - $110,000,000: 0.60% annually $110,000,001+: 0.00%

Performance-based

17.5% of net profits exceeding prior unrecouped losses, calculated annually

Location

Tucson, AZ

Most active in

Arizona · California

Work history

RIHO Partners, LLC

2017 - Present (9 years)

Private Investor

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John S

Series 63, Series 65

Tucson, AZ

GuideSource Capital Management, LLC

Options & derivatives strategies Real estate investing Annuities
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Wendy H

Series 63, Series 65

Tucson, AZ

Hobbs Advisory Services

General retirement planning
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Theresa M

CFP®

Tucson, AZ

Beckett Collective

Private / alternative investments Tax-loss harvesting Wealth management Founder/Business Owner Executive

Scott N

CFP®

Tucson, AZ

Forthright Finances LLC

Hi there! I’m Scott, and I help young professionals build wealth wisely while still enjoying their life and their lattes. No, you do not need to give up your $7 coffee drink to be able to retire! In my work with clients, I help answer the following questions (and more): • How much do I need to save to be financially independent (ie, retired)? • Do I have the right investments? • How do I prioritize all the financial things I have going on? • What should I select for my 401K investments? • What do I need to do to create a proper Estate Plan? • Am I taking full advantage of my employee benefits? • Is there anything I can do to lower my taxes, now or in the future? • Will my family be okay if something terrible happens to me? • Is my emergency fund adequate? • Is my spending aligned with my goals? You can read more about my services here: https://forthrightfinances.com/wealth-builder/ One last, quick note: Unlike 99% of financial advisory firms, I do not have account minimums, nor do I charge so much that you need to have a 6 figure income to afford my fee. My services are intentionally designed so that anyone, regardless of their assets or income, can get honest, straightforward, and comprehensive financial advice. Even if you're starting with $0.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Mid-Career Professionals Young Professionals Gen Y/Millennials (Born 1980-1995)
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Nathan F

Series 65

Tucson, AZ

Agave Wealth Advisors

Annuities Life insurance needs analysis
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Ziad M

Series 63, Series 65

Tucson, AZ

Meziab Capital Management, Inc.

Active portfolio management
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