A complete list of active advisors currently associated with Howard Capital Management, Inc.

Warmer can help you find a great advisor at Howard Capital Management, Inc. or one who fits your needs even better.

Howard Capital Management provides discretionary portfolio management primarily to individual and high-net-worth clients, and also accepts trusts, estates, charities, and corporate entities. The firm manages approximately $8.0 billion in client assets and reports a client base exceeding 10,000 accounts, many of which are served through unaffiliated broker-dealers and investment adviser “referring entities.” The firm’s investment process is driven by proprietary indicators (HCM‑BuyLine® and HCM Pivot Point®) and tactical, model-based allocations that frequently employ the firm’s own mutual funds and exchange-traded funds. HCM typically acts on a discretionary basis for model implementation, offers self-directed brokerage window support, and operates subscription-style retirement tools (401(k) and TSP Optimizer) and an HCM Guided Retirement program for plan participants. Distinctive features include a high client-to-advisor ratio and explicit involvement with other investment advisers and investment company clients: HCM both sub-advises and serves as the investment manager for its proprietary mutual funds and ETFs. The brochure discloses related conflicts (dual compensation when client accounts are invested in proprietary funds), limits on default mutual fund share classes, and that the firm’s public materials and websites present its proprietary indicators and related performance illustrations and testimonials.

To learn more about the advisors currently working at Howard Capital Management, Inc., 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.