Independence

– Established in 1995, HCM is a boutique investment advisory firm located in Marin County, CA

– 100% privately owned

– Fee-only compensation structure

– Original, proprietary investment research and insights

WE ARE FIDUCIARIES

– We are completely independent

– Following a fiduciary model means putting your interests first and foremost

– We don’t sell products; we serve your needs.

BRINGING VALUE TO CLIENTS

– Each professional at HCM is dedicated to delivering an exceptional client experience.

– Building long-lasting relationships is the most important factor in our business.

-We deliver the highest-quality investment insights- employing best-of-breed systems and data analytics