HSCM takes a client-centered approach to developing an investment strategy for you with a focus on determining an appropriate asset allocation to help achieve your financial goals. Portfolios are structured based on your investment objectives, time horizon, cash flow, restrictions, and risk profile. Our success is measured by how well you achieve your investment objectives.
We believe the most effective method to manage money through good markets and bad is diversification.
We understand that no portfolio manager will be the top performer year after year. Asset classes, investment styles, and market sectors will go in and out of favor. We research and then combine top quality money managers in varying disciplines, styles, and portfolio weightings. We are able to construct stable and diversified portfolios to weather most market conditions.
We provide comprehensive quarterly performance reports so that you can easily see the progress of your investments (net of our fees) in one simple sheet. You will see the beginning value along with how your account has changed over time. We also provide a comparison to unmanaged market indexes along with your asset allocation, account details and a quarterly bill. In addition, you'll receive customary brokerage reports from Schwab Institutional.
Westchester Registered Investment Advisory firm located just minutes from Scarsdale, Larchmont, Mamaroneck and White Plains.
600 Mamaroneck Ave., Suite 400, Harrison, NY 10528
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SEC registration does not imply approval of the SEC. The information in this website is designed to provide a general overview. It is not an offer to sell or a solicitation for an offer to buy.