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At HCM Investors, Inc. we are proud of the fact that we form close and long-term working relationships with our clients. We strongly believe that such individualized service is the best way to help people manage their money and that communication is critical to delivering the level of service we strive to achieve. We encourage each of our clients to talk directly with our portfolio managers whenever they want. This helps the managers get to know you and your goals first-hand, and to create and manage an investment portfolio that precisely and uniquely suits your financial goals.
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We provide you with clear, prompt, comprehensive, and accurate reports about your portfolio. All assets are custodied with large financial institutions. Our clients also recieve a quarterly newsletter that helps them keep up to date on factors influencing the economy and the stock market, and that explains our current portfolio strategies. Katherine and Terry are responsible for coordinating client report packages and are available any time you have a question.
Managing Information
HCM Investors' clients no longer have to worry about keeping up with the complex and constantly changing information required to be a successful investor today. Our portfolio managers and analysts interpret what this highly technical information means to our clients and take appropriate investment action to help them benefit from it. For the assets under our management, we consolidate information — replacing the many statements and notices that you may be receiving from a variety of investment sources — with a single, easy-to-read monthly statement that details assets in your portfolio, purchases and sales, and investment returns.
Personalized Investment Policies
Formal investment portfolio goals and strategies are developed for every HCM Investors, Inc.' client. Key elements in the process include your financial objectives, tax situation, age, and time horizon (i.e., when you will require funds for retirement, college tuition, and other needs), as well as any investment preferences that you may have (e.g., stocks, bonds, etc.). By summarizing these elements in a personalized file and reviewing that information with you periodically, we ensure that we have an up to date and accurate picture of your goals. We review your financial objectives with you as often as necessary to keep it current — usually once or twice a year.
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