HCM Separately Managed Accounts

Investment Overview
The All Weather portfolio models are designed for investors nearing or in retirement who are concerned with the preservation of their capital, yet still desire income and growth. This model invests in multi income mutual funds and exchange traded funds (ETFS), and equity mutual funds and ETFs.

Investment Strategy
The goal of the All Weather model is to seek income and growth, while striving to outpace the comparative benchmarks. The model objectively seeks lower volatility investments and consistent absolute return. HCM’s methodology continuously monitors the investments to assure positions are not under-performing other possible alternatives. When better profit opportunities are identified, capital is re-deployed. The All Weather model can go up to 100% cash or cash equivalents within its equity position to attempt to minimize loss in market downturns.

Minimum
There is a $25,000 minimum to open an account in the All Weather model.