HCM Separately Managed Accounts

Investment Overview
Dividend Income portfolio models are designed for investors who seek growth and income with all risk and return objectives. These models are designed to provide opportunities for profit across market cycles. Ranging in target allocations from conservative, balanced and growth portfolios, the Dividend Income models seeks to select Mutual Funds with the best dividend paying stocks.

Investment Strategy
The goal of the Dividend Income series is to seek growth and income, while striving to outpace the comparative benchmarks. These models typically strive to participate in all markets and sectors by utilizing our Proactive Sector Rotation methodology. The mutual funds inside the models seek to hold the top dividend paying stocks, and are blended to combine both bond and equity strategies. Portfolios rebalance periodically within the multi income investments. These models are fully liquid and can go up to 100% in cash or cash equivalents with the HCM-BuyLine® to potentially minimize loss in a market downturns.

Minimum
There is a $25,000 minimum to open an account in the Dividend Income series.