- Our Services
- Schedule An Appointment
- Client Center
"Am I getting the investment performance I deserve and need?"
Everyone has probably asked themselves this question. We certainly have. That is why we built the HCO Private Wealth investment platform with the belief that we needed to have a program that offered a robust performance reporting system, a broad range of investment options, and a tough-minded approach to hiring, reviewing and firing investment managers.
The HCO Private Wealth investment platform is based on the belief that the best long-term investment returns are earned by utilizing low-cost investments that make sure most of your investment return ends up in your pocket instead of the pockets of brokers and mutual fund companies. Consistent with our belief, we advocate individual stocks and bonds or low-cost index funds. This approach enables us to build a portfolio for you that is more tax efficient, customizable, and with lower cost than the mutual funds employed by many other firms.
We offer a combination of "In-House" and "External" investment programs in both actively managed and passively managed ("Index") formats. Most accounts are held and traded on BNY Mellon's global custody platform which holds over $1.7 trillion in assets for leading foundations, family offices, institutions, and private money managers.
In-House Investment Programs
HCO Private Wealth Quantum Stock Strategies
Our quantum stock strategies employ a quantitative hedge-fund type approach to investment management through a portfolio of individually managed stocks. We offer dividend, multi-cap, and aggressive growth options. The strategies we put into practice are actively managed and have the flexibility to sell out of the market, limit new purchases, and selectively buy back into the market based on economic and market conditions.
HCO Private Wealth Indexing Strategies
Our index investment strategies are built using a collection of low-cost index ETFs and balance between domestic and international markets and small and large company stocks. These strategies have low turnover and are extremely tax efficient, making them an excellent option for those looking for a straightforward and low-cost investment option.
External Investment Programs
HCO Private Wealth Leading Managers Program
The HCO Private Wealth Leading Managers Program offers access to a roster of outside money managers from leading firms such as Northern Trust, Goldman Sachs, Legg Mason, Boston Partners and more. Taking advantage of our size, we have negotiated deep discounts which enable you to access select strategies at these managers without the high minimum investment commitment typically required. Investment options can be combined with other in-house or external money managers to build a comprehensive and customized client investment package.