Missouri > Saint Louis > HM Capital Management

HM Capital Management

Verified Listing

(800) 768-4926
8235 Forsyth Boulevard
Suite 540
Saint Louis, MO 63105
Category: Finance & Legal:Financial Services:Investment Advisory Service


About

As an independent fee-only Registered Investment Advisor, HMCM provides comprehensive solutions through objective expertise. With offices in St. Louis and Kansas City, HMCM serves clients throughout the United States and currently advises on over $900 million – operating in two lines of business: family wealth advisory services and pension consulting.

As a registered independent advisor, HM Capital Management serves as a fiduciary, a legal standard by which we must employ the highest standard of care when it comes to advising clients on their money.

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.


Products And Services

Investment Management
Estate Planning
Risk Management
Business Succession Planning
Cash Flow Management
Income Tax Planning
Financial Independence
Education Funding
Benefits Optimization
Charitable Giving



Number Of Locations

2


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