HCM Separately Managed Accounts

9 portfolios | 25 models

All American

All Weather

ALP

Dividend Income

Horizon Income

ILP ETF

ILP MF

Ultra Aggressive

Viper 2

Overview

Composition

Comparative Benchmark

Platforms

Investment Overview

The All American portfolio models are designed for investors with all risk and return objectives. These models range in target allocations from conservative, balanced, growth and aggressive. Each model is blended and unconstrained, holding mutual funds, with the equity portion focused on specific sectors.

Investment Strategy

The goal of the All American series is to seek growth and outpace the comparative benchmarks. In managing these portfolios, our Proactive Sector Rotation methodology allows us to invest in any combination of sectors or asset classes which we believe have the best potential to achieve the portfolio's risk and return objectives. The portfolios are fully liquid and utilize the HCM-BuyLine® to potentially minimize loss in a market downturn by moving investments up to 100% in cash or cash equivalents.

Minimum

There is a $25,000 minimum to open an account in the All American series.

Resources + Disclosures

View Performancearrow_forward_ios

Composition

The All American series trades mutual funds with an approximate target ratio as seen below. This allocation may vary at the discretion of the manager.

	Equity	Bond
All American Conservative	45%	55%
All American Balanced	65%	35%
All American Growth	80%	20%
All American Aggressive	100%	-

Resources + Disclosures

View Performancearrow_forward_ios

Comparative Benchmark

	S&P 500 Reinvested	HFRX Equity Hedge Index	Barclay Capital US Aggregate Bond TR Index
All American Conservative	30%	15%	55%
All American Balanced	37%	28%	35%
All American Growth	45%	35%	20%
All American Aggressive	50%	50%	-

This communication is issued by Howard Capital Management, Inc. It is for informational purposes and is not an official confirmation of terms. It is not guaranteed as to accuracy, nor is it a complete statement of the financial products or markets referred to. Opinions expressed are subject to change without notice. Howard Capital Management, Inc. may maintain long or short positions in the financial instruments referred to and may transact in them as principal or agent. Unless stated specifically otherwise, this is not a recommendation, offer or solicitation to buy or sell and any prices or quotations contained herein are indicative only. To the extent permitted by law, Howard Capital Management, Inc. does not accept any liability arising from the use of this communication. Howard Capital Management is an SEC-registered investment adviser which only does business where it is properly registered or is otherwise exempt from registration. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Past performance is no guarantee of future results.