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 Weather portfolio models are designed for investors nearing or in retirement who are concerned with the preservation of their capital, yet still desire income and growth. This model invests in multi income mutual funds and exchange traded funds (ETFS), and equity mutual funds and ETFs.

Investment Strategy

The goal of the All Weather model is to seek income and growth, while striving to outpace the comparative benchmarks. The model objectively seeks lower volatility investments and consistent absolute return. HCM's methodology continuously monitors the investments to assure positions are not under-performing other possible alternatives. When better profit opportunities are identified, capital is re-deployed. The All Weather model can go up to 100% cash or cash equivalents within its equity position to attempt to minimize loss in market downturns.

Minimum

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

Composition

The All Weather model can go up to 100% cash or cash equivalent within its equity position to minimize loss in a market downturn. This allocation may vary at the discretion of the manager.

Equity Bond
HCM All Weather  45% 55%

Comparative Benchmark

 
S&P 500 Reinvested  HFRX Equity Hedge Index Barclays Capital US Aggregate Bond TR Index
5% 40% 55%