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Working with your financial advisor and HCM Private Wealth Services, you will receive one-on-one  guidance with an investment strategy tailored for you and your goals. Monitored through active, tactical management, most investments are liquid, allowing you to remain in control of your assets.

+ taCTICAL MANAGEMENT

Tactical management is an active approach that allows us to hold a range of percentages of asset allocations in each of our portfolios.

+ DOWNSIDE MANAGEMENT

We overlay our investment portfolios and retirement tools with the HCM-BuyLine® in an effort to keep invested assets on the right-side of the market.

+ DAILY LIQUIDITY

We do not believe in locking you into any investments you cannot change or easily withdraw from.

+ CUSTOMIZATION

We proactively customize your portfolio based on your risk tolerance, life goals, and time horizon.

Tax Planning + Investment Strategies

We assist financial advisors and CPAs in the analysis of your current portfolio to identify opportunities for potential tax savings. The tax strategies used are customized to fit to your situation whether you are small, mid, or large-sized business owner.

  • Investing in tax efficient positions
  • Utilizing tax-free bonds
  • Harness tax-loss harvesting
  • Adjusting cost basis for reinvested dividends
  • Adjusting withholdings as life situations change

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The Private Wealth Services Overview

 

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