Investing Is Our Passion

We’re high-conviction investors who stand by fewer, stronger investment ideas rather than investing in the entire market. And we have developed our own sophisticated investment technology, based on years of research, to help us do just that. Our independence and focus on client service means our clients can trust us with their full spectrum of financial needs and goals, starting with a sound, well-managed investment portfolio.

THE HCO EDGE

  1. We bring you a sophisticated hedge-fund-inspired investment approach through advanced investment technology
  2. We’re independent and nimble allowing us to provide more personalized services and remain unrestricted in how we invest
  3. We automate investing through proprietary technology to eliminate the pitfalls of human decision-making
  4. We protect your wealth by reducing market exposure in the event of a downturn by using decades of data and trends
  5. We fulfill all your private wealth needs through a carefully chosen team and an unsurpassed professional network

Team

We Work Seamlessly Together to Protect and Grow Your Wealth

Bruce

Bruce H. Harrison, CFP®Managing Partner, Chief Investment Officer

Oversees product and business development, marketing, events, compliance and client meetings.

  • Previously worked as:
    • Wealth Management Advisor at Merrill Lynch
    • Strategic Planning at BNY Mellon
    • Bank Vice President, Trust Officer and Wealth Manager at Wachovia and SunTrust
  • Certified Financial Planner
  • B.S.M. in Finance from Tulane University

Ian

Ian A. Hamre, CFA, CWSPrivate Wealth Advisor, Research Strategist

Leads portfolio management, trading, advanced wealth strategies and client engagement

  • Previously a Commercial Loan Officer at Carter Bank & Trust
  • Chartered Financial Analyst
  • Certified Wealth Strategist
  • B.S. in Finance with a minor in International Business from Virginia Tech

Lisa

Lisa A. DellingerClient Service Manager, Operations Manager

Primarily in charge of compliance, financial automation, household accounts and administration

  • Previously worked with HCO’s founding partner for over 13 years
  • Over 23 years’ experience in the investment advisory industry
  • Bachelors from Radford University

Tresha

Tresha CarrollInnovation Manager, Client Experience Guru

Manages technology initiatives, client service, market expansion, public relations and community engagement

  • Brings over 20 years’ experience in working with leading companies, governments and small businesses across Virginia
  • B.B.A. in Accounting Information Systems from James Madison University

Bill

William “Bill” Cavalier, QPFCVice President of ERISA Consulting, HCO Consulting

Consults with CPAs and small business owners on solutions to shelter income from taxes

  • 30 years’ experience in the qualified retirement plan industry
  • Previously established and grew three regional territories in the central, eastern and mid-Atlantic areas

Backed by institutional -level Systems

  • HCO’s investments are hosted and serviced by Pershing LLC., part of BNY Mellon’s global platform and the oldest private bank in the U.S.
  • HCO’s quantitative trading platform is supported by a dedicated institutional team, which analyzes and ranks more than 2,200 stocks every day.

A Leading Network of Partners and Experts

We have a strong network of best-of-breed partners. Unlike larger firms, we are not committed to leveraging in-house talent. HCO is independent and free to source leading subject-matter experts from across the country to help you achieve your goals.

Allied with teams of:

  • Portfolio strategists
  • Tax experts
  • Business attorneys
  • Estate planning attorneys
  • Private banking experts

Maintaining a professional network of:

  • Medical practice managers
  • Commercial bankers
  • Insurance agents
  • Tax credit advisors
  • Real estate agents
  • Corporate trustees

Platform

We built our proprietary investment platform from the ground up. It is a data-driven, value-seeking engine, always working to find original investment ideas and protect your capital

Based on over 20 years of translational research

that integrates market data and analysis on over ~2,200 stocks daily

Daily quantitative analysis.

Each holding is ranked and evaluated daily to see if it warrants a place in our lineup

Programmed to find the best value.

Rather than simply executing market orders, we use trading algorithms to achieve the best prices

Automatically shields investors from downside risk

by incorporating predictive trends and macro data correlated to recessionary periods

Through our proprietary investment platform, we build high-conviction portfolios that:

  • Scour the universe for characteristics we’ve isolated for success
  • Guarantee objectivity through all markets and eliminate the negative impact of human emotion
  • Automatically seek to provide downside protection by removing harmful exposures during downturns

Services

Our full-service model is centered on protecting wealth and family legacies

Advanced tax strategies

Proactive tax planning and income sheltering to reduce tax burdens

Asset protection

Utilizing a combination of strategies to reduce exposure to financial attacks and catastrophes

Family protection

Engaging our network and experts to protect your family from unforeseen events that may impact wealth

Estate planning & administration

Ensuring your financial legacy is perpetuated across generations

Products

HCO Quantum

Flex Stock Strategy

Specifically designed for outperformance over the long term

For investors seeking growth and long-term capital

HCO Quantum

Dividend Stock Strategy

A descendant of the Flex Strategy designed for stability, income and safety

For investors seeking capital preservation and protection, especially in the event of a downturn

HCO Quantum

Nova Stock Strategy

Growth-oriented, trend-following approach built for higher returns

Highly active strategy most appropriate for investors with a high risk tolerance

HCO Smart Index

Sector Advantage Strategy

A multi-cap sector driven strategy that closely tracks S&P 500

For investors seeking performance that closely tracks the market while potentially offering tax advantages