You may have discovered that investment professionals have their own language filled with terms such as P/E multiples, macroeconomic analysis, and market capitalization. When choosing an investment manager for your money, you want to work with someone who knows the language and business of investing inside and out. But, like many who seek professional investment management assistance, you want more than expertise. You want a manager that you can trust — a manager who spends time getting to know you and your financial goals; who understands that, first and foremost, you want to protect what you've already accumulated; who develops and executes an investment strategy specifically for you and helps you understand how that strategy will achieve your goals; and who keeps in touch with you. Is that too much to expect from a single investment manager? Not at all. It's standard practice at the Colorado-based investment firm of HCM Investors, Inc.
KEY REASONS TO CHOOSE HCM INVESTORS, INC.
HCM Investors, Inc. is a Registered Investment Advisor and professional investment management firm that specializes in developing low risk, personalized investment plans for individuals, families, and institutions. We currently manage more than $32 million in assets for clients (as of March 2010.) While most of our clients give us the legal, discretionary authority to buy and sell securities on their behalf, we can also provide investment advice on a consulting basis. Since our service fee is a percentage of assets in your account, we share your goal of preserving assets and making them grow.
Experienced Professionals
Founded in 1996 as a "Back to Basics" investment firm
-Large cap growth equity managers
-Short to medium term investment grade bonds, both taxable and tax exempt
Stable investment team
-Our managers have worked together for over 15 years
-Each manager has 25 years of experience utilizing the same fundamental analysis strategy
Research is conducted in-house as well as using Wall Street and Internet resources
Disciplined Investment Approach
Consistent and focused investment philosophy through full market cycles
Investment committee approach using both qualitative and quantitative analysis and valuation criteria
Long-term performance goals consistent with client objectives
Commitment to Client Service
Close and long-term relationships
Individual attention of a portfolio manager
Personal services with focus on individual client objectives and risk tolerance
Relatively low ratio of portfolios per manager
Experience assisting with financial transitions arising from retirement, divorce, inheritance, and death of a spouse
Client Communication
We encourage our clients to contact us at any time
Quarterly, semi-annual, or annual meetings based on client's preferences
Regular written reports
|