Entities

HLM Capital Management

HLM Capital Management

Link
Location
Founding Date
1983

HLM Capital Management Group helps affluent individuals and families preserve and grow their wealth wisely. With a team of financial advisors ranked among the country’s best, HLM provides in-depth financial expertise, together with a tactical investment approach, to help its clients achieve their financial goals. The firm creates a personalized investment portfolio that is custom-tailored to your investment, tax, and legacy objectives.

WEALTH MANAGEMENT SERVICES


Investment Planning

  • Establishing a comprehensive plan
  • Coordinating information with your accountant and attorney
  • Generational wealth transfer


Liability Management


Finances


Business Owners

  • Liquidity event planning
  • Coordinating with accountants
  • Coordinating with attorneys
  • Business financing


ASSET ALLOCATION

Generally, HLM Capital Management diversifies clients’ portfolios among the following asset classes:

  • Global equities
  • Global bonds
  • Inflation-protected bonds
  • Municipal bonds
  • Exchange-traded funds (ETFs)
  • Commodities (real assets)
  • Lower-volatility, higher-yielding equities
  • Master limited partnerships (MLPs)