HCM Wealth Advisors

HCM Wealth Advisors serves a mix of individual clients (including high-net-worth households), trusts, retirement plans, charitable organizations, and businesses. The firm provides discretionary portfolio management built around model-based asset allocation, financial planning, and the selection and oversight of third‑party money managers.

The firm’s investment process combines long-term core holdings with short-term tactical positions and employs fundamental, technical, quantitative, and qualitative analysis. It implements options and other derivatives strategies — including covered-call writing and option hedging when appropriate — and also uses separately managed account programs overseen for style drift and performance.

Distinctive aspects include managing over $1.23 billion in client assets with a nine-advisor team and maintaining a firm-owned model account that is traded alongside client accounts to monitor strategy results. The firm is affiliated with an independent accounting/tax practice that provides tax services to clients and publishes a periodic newsletter at no charge.