You may have discovered that investment professionals have their own language filled with terms such as P/E multiples, macroeconomic analysis, and market capitalization. When choosing an investment manager for your money, you want to work with someone who knows the language and business of investing inside and out. But, like many who seek professional investment management assistance, you want more than expertise. You want a manager that you can trust — a manager who spends time getting to know you and your financial goals; who understands that, first and foremost, you want to protect what you've already accumulated; who develops and executes an investment strategy specifically for you and helps you understand how that strategy will achieve your goals; and who keeps in touch with you. Is that too much to expect from a single investment manager? Not at all. It's standard practice at the Colorado-based investment firm of HCM Investors, Inc.
KEY REASONS TO CHOOSE HCM INVESTORS, INC.
HCM Investors, Inc. is a Registered Investment Advisor and professional investment management firm that specializes in developing low risk, personalized investment plans for individuals, families, and institutions. We currently manage more than $100 million in assets for clients (as of March 2008.) While most of our clients give us the legal, discretionary authority to buy and sell securities on their behalf, we can also provide investment advice. Since our service fee is a percentage of assets in your account, we share your goal of preserving assets and making them grow.
Experienced Professionals
Combined investment experience of the professionals is nearly 50 years
Research is conducted in-house as well as using Wall Street and Internet resources
Disciplined Investment Approach
Consistent investment philosophy
Investment committee approach
Long-term performance goals consistent with client objectives
Commitment to Client Service
Close and long-term relationships
Individual attention of a portfolio manager
Relatively low ratio of portfolios per manager
Client portfolios reviewed by Investment Committee
Client Communication
Available by telephone at any time
Quarterly, semi-annual, or annual meetings based on client's preferences
Regular written reports
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