HCM provides independent customized advice with transparency. We are proud to have maintained a long-term relationship with Pershing LLC, a BNY Mellon company. Pershing's strength and resources combined with its world-class services and solutions deliver additional products and services support to our clients.
Our other trusted partner for client custodian services is RBC Clearing and Custody. RBC's parent company is Royal Bank of Canada (NYSE: RY) one of the world's leading diversified financial service companies.
For more information about how we can assist you, don't hesitate to contact us.
Separately Managed Accounts
A separately managed account is a segregated portfolio comprised of stocks, bonds, or other assets. Unlike a mutual fund or a hedge fund, assets are not pooled but instead are owned individually by the account.
Our separately managed accounts program allows clients to own a customized portfolio of securities designed to meet their specific investment and cash flow needs and objectives. In addition to regular correspondence and/or meetings, our clients can speak directly with the portfolio manager responsible for their accounts.
HCM is the investment adviser or managing partner to several private investment entities, which are only available to certain qualified and accredited investors via offering memorandum.
To learn more about private equity funds, please call (973) 718-3511 to get in touch with Douglas A. MacWright.