Portfolio Management

HCO's unique approach to investment management is based on over 30 years of research and actively focuses on managing downside risk in portfolios. We are a high conviction investment manager and build portfolios of the top companies in America while not trying to replicate or follow any particular index. The result is a portfolio built to outperform in the long-term instead of blindly following the market like most investment management firms.

Our focus on reducing the risk of major losses enables our clients to allocate a higher share of their money to stock strategies - comfortable in the knowledge that we have a plan to address the risk of market crashes. While no strategy is foolproof, backtesting of our strategy shows that it successfully navigated both the 2001 and 2008 market crashes. 

Clients no longer have to accept the inferior returns associated with traditional risk management approaches such as allocations to low yielding bonds, holding cash, or purchasing expensive annuity products.