Shift your strategy.


Are your clients prepared for the next market downturn?

In today’s financial climate, we know you want to be an innovative and knowledgeable financial advisor. We believe you deserve a defined plan aimed to maximize gains and minimize losses for your clients.

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Help your clients reach their goals.

Our investing methodology and product line is geared to help you assist your clients in reaching their goals and remain prepared for uncertainty.

HCM Portfolios

We strive to help you meet your financial goals through our tactically managed HCM portfolios.

Self-Directed Brokerage Accounts

HCM SDBA models invest in variations of our proprietary Mutual Funds. By investing in HCM Mutual Funds, participants also gain access to the HCM-BuyLine® inside their retirement plan.

401(k) Optimizer®

Help your clients allocate their company-sponsored retirement plan with either our 401(k) Optimizer® or TSP Optimizer® tool.

HCM-Guided Retirement

Strategically optimize participant investments to better fulfill fiduciary responsibilities.

HCM Mutual Funds + ETFs

HCM offers three proprietary Mutual Funds and two ETFs designed to seek growth while striving to defend capital.

Private Wealth Services

We partner with advisors & their high-net-worth clients to build custom investment strategies for each unique situation.

How we work together:


Connect with an HCM wholesaler in your area so we can learn about you, your goals and your practice.


Work alongside your dedicated HCM wholesaler to select the best-suited HCM products for your clients.


Partner with HCM to onboard your clients and implement the designated strategies in your practice.


Key Partner Benefits

  • Professional active management
  • A full suite of flexible investment solutions
  • Technical risk management with the HCM-BuyLine®
  • Liquidity
  • Proprietary retirement optimization tools
  • Account transparency
  • Dedicated client service representative
  • Straight forward, fee-based management
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“In an effort to help advisors and their clients navigate complex market conditions, I developed the HCM-BuyLine® stoploss indicator to remove emotion and mathematically strive to minimize downside risk while seeking upside potential.”


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Mutual Funds are subject to risks similar to those of stocks. Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares when redeemed may be worth more or less than their original costs. There are unique potential risks associated with the specific asset classes that a Mutual Fund represents. Changes in investment strategies, contributions or withdrawals may materially alter the performance, strategy, and results of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be equal to past performance level, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or be profitable for a client’s portfolio. Past performance does not guarantee future results. All investment strategies have the potential for profit or loss. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark for measuring the performance of a portfolio. There can be no guarantee that the HCM-BuyLine® indicator will perform as anticipated. Stoploss protection will not necessarily limit your losses to the desired amounts due to the limitations of the HCM-BuyLine®, market conditions, and delays in executing orders. It is not an actual stoploss order that automatically sells securities in the portfolio at a certain price.