Thomas Koch

Wealth Management Built on Trust | Fee-Only Fiduciary

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Hall Capital Thomas Koch
Pasadena, CA

Serving Clients Nationwide

Wealth Management Built on Trust | Fee-Only Fiduciary

0 Certified Advisor Reviews™
0 out of 5 Stars
Jump to Reviews

Areas of Focus

  • Alternative Investments
  • Financial Planning
  • High Net Worth
  • Investment Management
  • Tax-Efficient Planning

About Thomas Koch

Hi, I'm Thomas Koch, Partner at Hall Capital.

I bring institutional expertise to investing for individuals.

I have over 30 years of professional investing experience including portfolio management, direct investing, and institutional sales and trading. I have an extensive track record as Founder and Managing Partner of several investment funds employing fundamental value strategies where I was responsible for investment management, business development, and client relations.

I founded Trancoso Partners and Turnaround Capital, investment funds focused on public and private equity and alternatives. Previously I was SVP in Research, Sales and Trading for U.S. Bancorp Libra, an investment banking boutique. Prior to U.S. Bancorp Libra I worked as a VP and Credit Analyst in the high yield bond division of Columbia Savings and Loan.

I graduated with a B.A. in Economics from the University of California San Diego.

Primary Location

199 S. Los Robles Ave, Suite 535, Pasadena, CA 91101

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About Hall Capital

Hall Capital, LLC is a Registered Investment Adviser based in Pasadena, California, that leverages our association with the Hall Family Office for the benefit of a limited number of clients. We have found that clients seek an advisor who is knowledgeable, independent, client-focused and trustworthy.

Who We Serve

We work with individuals, families and institutional clients who want the kind of institutional-level portfolio management usually reserved for large investment houses.

Our founder, Donald Hall, is personally involved with every client relationship, drawing on more than three decades of experience managing taxable, tax-exempt and mutual fund portfolios at a major institutional asset manager before founding Hall Capital in 2010.

Our Approach

Rather than relying primarily on mutual funds and ETFs, we build portfolios around carefully selected individual stocks, and we are comfortable holding concentrated positions when our conviction is high. We also have experience with alternative investments beyond traditional stocks and bonds, including venture capital, private equity, private debt and real estate, for clients who qualify.

Capital preservation is paramount in our approach, and we advise clients to be opportunistic but risk averse, with a conservative asset allocation and a global view of risk and opportunity.

Why Work With Us

Hall Capital is small and fully autonomous. We have no outside shareholders or managers to satisfy, only our clients, and we will grow only at the will of our clients. No portfolio manager is responsible for more than 40 clients, and securities purchased for clients are also purchased by the firm.

Hall Capital, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Hall Capital, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes.

Education

University of California, San Diego, Bachelor of Arts, Economics

Hobbies and Interests

  • Family

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Private Foundations & Organizations

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

No reviews yet.