Sub-Advisory Investment Management
To those forward looking RIA’s seeking a more analytically rigorous investment management solution then perhaps found elsewhere, HWCP will offer a specialized form of low-volatility Growth & Income style investment management made available to clients on a highly discreet and cost-effective sub-advised basis. HWCP maintains relationships with the top tier custodian firms catering to the independent advisor community in order to provide a seamless and transparent experience for all sub-advisory clients. The primary advisor ALWAYS remains the point of contact with and controls access to the client. HWCP simply functions as a subservient presence behind the scenes.
HWCP is a leading national proponent of the “All-Weather” style of portfolio management, a system of managing assets best characterized by the flexible utilization of multiple asset classes and investing strategies through time in order to create a well-rounded, focused, and optimally diversified portfolio. The style of portfolio management as practiced by HWCP has a foremost regard for protecting against the unknown, and willingly gives up some portion of any future positive market return potential in order to rigorously protect against unnecessary loss. Portfolios are designed using a highly evolved “Core/Satellite” methodology. The preservation of capital is at all times considered a primary objective of all HWCP investment strategies.
Core/Satellite PortfolioThe more strategic in nature “Core” portfolio component typically encompasses a meaningful majority of total portfolio assets and is constructed utilizing a highly diverse collection of multi-strategy open-end mutual funds and Exchange Traded Funds (ETF) deemed most attractive and worthy of ownership by HWCP. These investment vehicles will be selected through a process described in more detail under the Asset Allocation Modeling and Manager Search drop down menu sections of this website.
The more tactical and market-oriented “Satellite” portfolio component is assembled as opportunities arise utilizing a collection of individual securities deemed to possess characteristics of deep undervaluation and/or other favorable attributes as determined by the proprietary methodologies perfected and employed over the last 20 years by the Founder/Managing Member of HWCP.
HWCP designed portfolios may include investment vehicles that employ long only, short only, or long/short blended investment strategies regardless of asset class or investment style, so long as they offer daily pricing. To be eligible for inclusion in HWCP portfolios, all securities, including individual corporate securities, must trade on a recognized exchange or medium based in the United States and must be denominated in US dollars.