Uncovering The Private Wealth Experience
Built to actively serve the complex needs of the modern investor, Howard Capital Management’s (HCM) Private Wealth Services (PWS) was founded on the idea that there is always more that can be done in managing money. To this end, we work directly with advisors and their high-net-worth clients and business owners who need more than the traditional wealth management experience can offer.
At Howard PWS, you gain a family—a skilled team of passionate professionals to support you, stand by you and help you grow with confidence.
Diving into Your Wealth Journey
Focused in our approach and equipped with tools designed to help mitigate loss and seek growth across market cycles, we are here as a transparent and accessible partner. Together, we offer the personalization, access, communication and opportunities your clients both need and demand. We do so with the passion of a team that truly cares for those they serve.
The result is a tailored and targeted range of solutions based on client preferences and situations—from customized portfolios and tax mitigation strategies to business and legacy planning.
- Extensive range of investment opportunities
- 20+ years of money management experience
- Ongoing collaboration and review
- Customizable service at every step
- Personalized strategies based on goals, needs and wants
- Defined risk management and protocol
Two Decades of Active, Tactical Management
Concept of the HCM-BuyLine® Developed
Establishment of Howard Capital Management, Inc. (HCM)
Proprietary HCM Mutual Funds Launch
Private Wealth Services Division (PWS) Inception
Proprietary HCM ETFs Launch
Howard Capital Management passes $5B in AUM
PWS passes $300m in AUM
HCM-BuyLine® is our proprietary stoploss indicator designed with the goal of mitigating downside risk and removing emotion from the portfolio management process.
The Skills to Act, the Knowledge to Implement
At Howard, we combine due diligence with technical thought. Seeking answers to the forces that drive the investment world, we provide the knowledge and access to the events occurring behind the scenes, and in front of us.
Not all services will be necessary or appropriate for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances and overall objectives. Customized services, proprietary analysis tools, and consideration of illiquid assets should be construed as guarantees of a particular outcome. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged advisers, and market conditions. The HCM- BuyLine® is a market indicator only, not a stoploss tool. When the HCM-BuyLine® indicates a bull market, HCM then identifies the particular mutual funds, ETFs or individual stocks that we believe have the best return potentials in the current market from the universe of assets available in each given program and invests in them. When the HCM-BuyLine® indicates a bear market, HCM moves clients’ investments to less risky alternatives. There is no guarantee that HCM- BuyLine® will accurately predict or respond to prevailing market conditions in all instances. Past performance is not a guarantee or a reliable indicator of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies employing HCM- BuyLine®), will be profitable or equal to past performance levels. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.