HLM Capital Management
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
- Securities-based financing
- Residential Mortgages
- Home equity financing
- Credit Cards
Finances
- Liquidity management
- Cash management
- College education planning
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)