Established Investment Advisor in Short Hills, NJ
HCM provides independent customized advice with transparency. We are proud to have maintained a long-term relationship with Pershing LLC, a BNY Mellon company. Pershing's strength and resources, combined with its world-class services and solutions, deliver additional products and services support to our clients.
Pershing provides client access to their investments online through an investor platform, giving our clients instant access to account and tax statements, trade confirmations, and more.
https://investor.pershing.com/nxi/welcome
For more information about how we can assist you, don't hesitate to contact us.
Separately Managed Accounts
A separately managed account is a segregated portfolio comprised of stocks, bonds, or other assets. Unlike a mutual fund or a hedge fund, assets are not pooled but instead are owned individually by the account.
Our separately managed accounts program allows clients to own a customized portfolio of securities designed to meet their specific investment and cash flow needs and objectives. In addition to regular correspondence and/or meetings, our clients can speak directly with the portfolio manager responsible for their accounts.