About Howard Capital Management, Inc. (HCM)
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Investment management for high-net-worth individuals
Our proprietary stoploss indicator
Wide selection of separately managed accounts
Access to a blend of HCM mutual funds inside company-sponsored retirement plans
Proprietary tools & services for company-sponsored retirement plans
Product resources and downloads
Industry Insights and Product News
Weekly market commentary
HCM interviews and press coverage
In his current role at Internal Consultant for the Midwest and Southeast regions, Carlos focuses on developing and deepening advisor relationships and helping them navigate the full suite of investment and business building tools offered through HCM while also serving on the HCM Index Committee.
Prior to joining Howard Capital, he served as a financial advisor at Transamerica Financial Advisors where he worked extensively with clients on creating financial plans and identifying suitable recommendations to help them meet their planning objectives.
Carlos graduated from Georgia State University with a Master of Science in Finance as well as a B.B.A in Finance & Marketing. He also holds a Series 65 license. In his free time, Carlos enjoys going on golfing, traveling, reading, & spending time with his family.
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