Our innovative approach to financial management begins with financial planning and investment management, but goes much further to enable you to achieve confidence and clarity about every aspect of your financial life.
We Work Seamlessly Together to Protect and Grow Your Wealth
Leads portfolio management, trading, advanced wealth strategies and client engagement
Responsible for firm initiatives, new wealth strategies, and relationships with local attorneys, CPAs and subject matter experts
Provides analytical support and financial planning assistance to firm partners and clients.
Primarily in charge of client services and firm operations.
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.
Our wealth management platform enables global access and unmatched private banking capabilities.
that incorporates both active and passive investment strategies to maximize returns and minimize costs.
thanks to our sophisticated client portal which aggregates all your bank and investment accounts in one place, no matter where they’re housed.
used by high-net-worth families, institutional investors, and sovereign wealth funds.
through sophisticated A/I driven systems that monitor your portfolio risk in near real time to avoid surprises.
Note: These case studies are based on actual client situations and are for educational purposes only.
Please visit our disclosure page for additional information.
HCO helped Bob & Sarah save thousands of dollars in future taxes. They now enjoy the peace of mind that comes with a clear tax planning strategy and know HCO will ensure they are not paying more than they should.
HCO Private Wealth reviewed Bill and Emily’s retirement plan to develop recommended options that will allow Bill to fully retire at age 60.
HCO Private Wealth engaged with Barbara and after extensive due diligence, provided her with a comprehensive overview of where all the accounts were held, titled, and invested.
HCO Private Wealth engaged with Jerry and Millie to help create a transition path and get the business ready for sale.
Our full-service model is centered on protecting wealth and family legacies
Proactive tax planning and income sheltering to reduce tax burdens
Utilizing a combination of strategies to reduce exposure to financial attacks and catastrophes
Engaging our network and experts to protect your family from unforeseen events that may impact wealth
Ensuring your financial legacy is perpetuated across generations
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.
Growth-oriented, trend-following approach built for higher returns.
Highly active strategy most appropriate for investors with a high risk tolerance.
A blue chip portfolio with high dividends.
For investors seeking capital preservation and protection, especially in the event of a downturn.
Our ability to control maturity and credit quality far surpasses mutual and index funds.
Real Estate, Gold, Hedge Funds and more. Our investment platform is unsurpassed.
Our 2nd Opinion Service was designed with simplicity in mind. Two short online forms are supplemented with a personal interview to give us sufficient information to provide you with a high-level review of your current situation. To get started please follow the steps below, which should only take about 20 minutes:
Complete a short online financial profile and tell us what you want to accomplish.
Answer a short quiz about investment risk.
Schedule an introductory call to review your results and discuss next steps. Call Ian Hamre at (540) 204-9310 or use this link to schedule an online meeting.
