Our Mission: Our mission is to assist our clients in determining their long-term financial needs and objectives and to develop investment portfolios that meet those needs.
CLIENT FOCUSED: HCMI portfolios were developed to meet YOUR needs based on YOUR risk tolerance and investment objectives. ANNUAL REVIEWS: We require our clients to meet with our investment advisory representatives at least annually.
REBALANCING: During the annual review, we will rebalance your portfolio to realign with your original objectives. Historically, this process has helped to optimize a given portfolio's return.
EDUCATION: We help you eliminate confusion about investing by discussing the investment process in an easy-to-understand format.
SIMPLICITY: HCMI reviews, analyzes, and monitors each of our funds and portfolios to be certain they are meeting our criteria. We also provide our clients with easy-to-read portfolio statements.
Are your IRA Beneficiaries
up to date?
Having incomplete or incorrect beneficiaries could prevent your heirs from receiving the money in the most tax-efficient manner. Call for more information!!
*Hancock Capital Management, Inc. only does business in states where properly registered.
NEWS & UPDATES
Retirement Alliance 401(k) Clients click here (CLICK)