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.

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%  -

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%