Why Not Do It Yourself?
You probably would not expect a professional with an MBA degree and 20 years of experience at a large bank to seek financial advice. However, given the high demands of his career, this client often questioned whether he was giving his own family's investments the proper attention.
Engaging HCM was the right choice for this financial expert, and after establishing a close relationship with his dedicated Wealth Advisor, he has become a very happy HCM client.
For this client, the understanding of managing investments with institutional class funds, low cost indices and well-vetted managers was easy. However, successfully executing a strategy that lacked discipline to avoid the consequences of emotional investing required a fair amount of humility and self-awareness.
Collecting and updating his family's total net worth and asset list on a spreadsheet had become a repetitive chore for this client. Using our online software access, we setup a complete aggregated financial dashboard that is updated daily for him and his family.
Having 24 hour access to his customized HCM web portal helped this financial veteran feel relaxed and in control of his family's investments. That allowed him to spend his free time having fun with his family! Contact HCM at 513.598.5120 if you want more time to do what you enjoy, and less time worrying about your investments.
This scenario is intended to illustrate services available at HCM and is not intended to be a testimonial or endorsement and is not intended to necessarily represent the experiences of other clients.