HM Capital Management

Services HM Capital Management Offers

Family Wealth Advisory Services:
Our team of Family Wealth Advisors drives a disciplined advisory process that objectively manages all aspects of our families' financial lives, including:
Investment Management
Estate Planning
Risk Management
Business Succession Planning
Cash Flow Management
Income Tax Planning
Financial Independence
Education Funding
Benefits Optimization
Charitable Giving




HMCM seamlessly and objectively integrates all things financial for our clients. We focus on pulling all the pieces together to ensure the most comprehensive and thorough plan possible. We ensure all aspects of your financial life are coordinated - from estate planning, tax strategy and risk management to retirement, education and charitable planning.

Pension Consulting Services:
In today's dynamic capital markets, plan sponsors must evaluate more asset classes, review more investment managers, appraise more risks, react more rapidly, comply with more regulations, and bear more scrutiny. Meeting those challenges requires objective and expert advice. As your plan fiduciary HMCM takes responsibility for the following:
Design and implementation of Investment Policy Statement
Evaluation of current and potential investment options
Implementation of new plan design features
Design and implementation of comprehensive education program (defined contribution plans only)
Routine review of all plan aspects to ensure compliance and fiduciary oversight