HHM Wealth Advisors has 3 basic beliefs about managing client portfolios.
HHM Wealth uses an investment management committee to manage portfolios. While each client’s advisor has the ability to deviate somewhat from the committee’s decisions to better serve the client’s goals and objectives, HHM Wealth Advisors believes the use of an Investment Committee helps maintain a prudent, stable thought process toward asset allocation, investment decisions and security selection. Portfolios generally consist of the following:
Using a list created by the investment committee and other resources, the client’s primary advisor will create the portfolio with investments designed to meet the client’s investment goals and objectives. Factors that can help determine the list of mutual funds and exchange-traded funds can include:
In cases where the client’s needs are better suited by utilizing individual stocks and bonds, the advisor follows the same analytical process in selecting these securities.