Our Clients

Individuals and Families

We help you navigate life’s financial challenges, whether its sending children to college, retiring comfortably, establishing a charitable legacy—or a combination of all of these — whatever the goal, we have the knowledge to develop strategies that make sense for you both financially and personally.

Foundations, Endowments and Retirement Plans

We work closely with endowments, foundations and retirement plan sponsors to help them meet their duties as fiduciaries and further the objectives of the organizations they represent.
Working with fiduciaries is a natural byproduct of our approach to managing investments for individuals, since ultimately both are seeking to structure their portfolios to meet current or future liabilities.

Every HCM client is as different as they are alike. Generally, new clients seek out our financial and investment expertise following a wealth-in-transition event or a major life change. The following circumstances are commonly found among many of our clients:

Sale or transition of a private business
Considering retirement
Divorce
Increasing complexity of your financial picture
Dealing with significant equity compensation
Inheritence
Managing a profit sharing plan for a closely-held businesses
Foundation or endowment management needs

Typically, our minimum client relationship is $1 million and each relationship is separately managed and customized to accommodate the needs of each client.