HCM : Modern Investing
Using technology to change the investment management landscape
We seek to protect & grow your wealth by offering tailored quantitative strategies with access to alternative investments.
As a quantitative investment manager, we develop strategies based on principles of diversification and risk management to meet your financial needs.
We aim to provide a unique approach to portfolio management; implementing diverse, dynamic strategies that mitigate risk to achieve the highest risk-adjusted returns.
Our vision is to become a leader in client care and capital growth by providing a unique approach to portfolio management; implementing diverse, dynamic strategies that mitigate risk to achieve the highest risk-adjusted returns.
We stay engaged to address you and your family's financial needs through different life-events and changing market conditions.
We are your fee-only independent advisor. We work with only trusted custodians to meet all your needs and never sell affiliated products. Simple as that.
Our services are rendered through a transparent fee structure. There are no hidden charges or lock-in periods. We view our relationship with our clients as a partnership and want you to understand how we work with you and for you. Our fee schedule can be found in Resources from page 4 of our ADV below.
Discover what we can do for you
Dynamic portfolios that change with your needs
An automated plan to enter and exit the market
Dynamic strategies that mitigate risk to achieve the highest risk-adjusted returns.