An Overview of Howard Capital Management
The vision for Howard Capital Management, Inc. (HCM) dates back to the financial crisis of 1987. It became clear that incurring financially devastating losses due to major market volatility and downturns was unnecessary. In 1996, through this ideology, the concept of a proprietary stoploss risk management tool called the HCM-BuyLine®, was created and since HCM’s founding in 1999, has encompassed the company’s investment and portfolio models.
The HCM-BuyLine® supports the investment strategy developed by Vance Howard, CEO and Portfolio Manager. This strategy is both defensive and tactical and primarily seeks to protect investments through a market downturn while also pursuing opportunities for growth.
- Designed to make strategic decisions in volatile markets
- Innovative evolution from a one system to a multi-system model
- Designed to be a shorter-term indicator that reacts quickly to a multitude of market factors
- Strives to protect profits while providing a highly complex and technical quantitative trading tool for the universal client
When navigating market volatility while also striving to deliver performance and provide a hedge against inflation, tactical management can be a powerful and straightforward solution. HCM offers investors multiple investment strategies through numerous portfolio structures as well as a variety of marketing tools and support to help advisors grow their business.
In addition to developing these proprietary tools, HCM is an SEC-Registered Investment Advisory firm, offering professional money management services to clients, brokers, and broker-dealers. In 2018, HCM reached $1 Billion in Assets Under Management (AUM).
For more information on any of HCM’s proprietary tools or to learn more about portfolio management services, please contact HCM at (770) 642-4902 or visit www.howardcm.com.
Disclaimer
This communication is issued by Howard Capital Management, Inc. It is for informational purposes and is not an official confirmation of terms. It is not guaranteed as to accuracy, nor is it a complete statement of the financial products or markets referred to. Opinions expressed are subject to change without notice. Howard Capital Management, Inc. may maintain long or short positions in the financial instruments referred to and may transact in them as principal or agent. Unless stated specifically otherwise, this is not a recommendation, offer or solicitation to buy or sell and any prices or quotations contained herein are indicative only. Our proprietary indicator, the HCM-BuyLine®, identified changes in the market trend. Buys and sells may or may not have occurred on the exact dates shown. These dates do not necessarily reflect transactions applied to every individual account. Also, certain products, custodians and portfolios may have a delay in execution. When the HCM-BuyLine® indicates a bull market, HCM then identifies the particular mutual funds, ETFs or individual stocks that we believe have the best return potentials in the current market from the universe of assets available in each given program and invests in them. When the HCM-BuyLine® indicates a bear market, HCM moves clients’ investments to less risky alternatives. Not every HCM-BuyLine® buy and sell will result in a profitable trade. There will be times when following the indicator results in a loss. However, there have been situations in the past in which HCM reduced clients’ exposure to equities during market downturns by following an HCM-BuyLine® signal, thereby preserving capital. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Howard Capital Management), made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy will be equal to past performance level or that it will match or outperform any particular benchmark. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Howard. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. To the extent permitted by law, Howard Capital Management, Inc. does not accept any liability arising from the use of this communication. A copy of Howard’s current written disclosure statement discussing our advisory services and fees are available on our website http://www.howardcm.com. LASS.102820 HCM.102820.50