Independence
– Established in 1995, HCM is an independent advisory firm located in Marin County, CA
– 100% privately owned
– Fee-only compensation structure
– Independent investment research and insights
WE ARE FIDUCIARIES
– We are independent
– Providing objective advice and solutions is more than just our mission- it is our duty
– We don’t sell products; we serve your needs
BRINGING VALUE TO CLIENTS
– Each professional at HCM is dedicated to delivering an exceptional client experience
– Building long-lasting relationships is the most important factor in our business
– We believe that delivering a disciplined and time-tested investment process is the smartest way to sustain and build your wealth
– 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.