Our Approach

At HCM, we knew from the beginning that there was a better way, and we set out to build an Investment Advisory firm that delivered on that vision. Rather than focusing on one narrow slice, such as investments, we took a broader approach in working with clients. This client-centered focus has allowed our clients to worry less about their money and gain a clear understanding of their financial picture.

A True Financial Partner
We focus on creating long-lasting partnerships that thrive on transparency, accountability and collaboration. As true financial partners, we invest our own money alongside yours.
We are Value Investors
Value investing is in our DNA- we know no other way. Famed investor Charlie Munger once stated, “All sensible investing is Value Investing.” We wholeheartedly agree.
Experience Matters
Since our founding in 1995, the same disciplined thinking has guided how we invest your capital, avoiding the investment fads and ill-timed trends that have steered many others off course.
Client Focused
Supporting every client in the pursuit of their goals is our most important mission. We draw on our experience and depth of expertise to help you every step of the way.
Comprehensive Financial Planning
Our comprehensive approach to financial planning and advice is central to our relationship. We believe that this approach leads to better decisions, better outcomes and a better experience for you.