A complete list of active advisors currently associated with HC Advisors LLC

Warmer can help you find a great advisor at HC Advisors LLC or one who fits your needs even better.

HC Advisors serves individuals (including high-net-worth clients), retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations and other entities, offering discretionary and non‑discretionary portfolio management, access to third‑party money managers, and financial planning and consulting. The firm manages roughly $500 million in client assets across a few hundred accounts and requires a written advisory agreement before commencing services. The firm customizes portfolios to client goals and risk profiles using a mix of analytical methods (fundamental, technical, cyclical) and Modern Portfolio Theory, employing strategies that range from long‑term buy‑and‑hold to shorter‑term trading and balanced allocations. HC Advisors also uses third‑party managers for asset class specialization, conducts ongoing monitoring and rebalancing, and can operate with either discretionary trading authority or non‑discretionary recommendations depending on client preference. Distinctive aspects include an affiliation with an accounting firm owned by the firm’s principal, with reciprocal referral arrangements and disclosed conflicts of interest; the principal also allocates time to providing tax and accounting services in addition to investment advisory work. The firm’s willingness to employ derivatives and borrowing in separately managed accounts — for example, options strategies and margin — is another feature that is less common among similar team‑based advisers.

To learn more about the advisors currently working at HC Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.