HCR Wealth Advisors is an investment advisory firm located in Los Angeles, California, that is dedicated to providing the best service and suitable finance and investment strategies to its clients. The company accomplishes this goal by first attaining an intimate understanding of the current financial goals, position and needs of each individual or institution they serve.
The team at HCR Wealth Advisors then comes up with a plan specifically tailored to the client that contains suitable options for equity, fixed income, and alternative investments.
According to Nasdaq, when working with clients that are focused on growing their investment portfolio, HCR Wealth Advisors makes a careful evaluation of the client’s risk tolerance, sensitivity to taxes, as well as any time pressure or needs being experienced by the client. Investment risk is also analyzed. The firm also looks at a particular investment vehicle’s quality of credit, the environment of interest rates, and duration necessary for maturity to be reached as necessary to help create an investment plan.
In a post from Whale Wisdom, HCR Wealth Advisors finds suitable and productive equity investments for all types of clients by exercising quantitative and qualitative analysis in their decision-making process.
Alternative investments identified by HCR Wealth Advisors are chosen by their ability to provide the client with absolute returns, balanced against the client’s risk tolerance. These investment types include hedge funds, private equities and securities, real estate and venture capital.
The Engagement Of Clients
Another mainstay of the HCR Wealth Advisors approach is providing clients with the opportunity to play an active role in their own process of wealth management and financial planning. The team at HCR work directly with clients to give them a better understanding of their financial situation, future possibilities, and how the choices they make now will affect their financial futures years from now.
One method HCR Wealth Advisors utilizes to engage clients is its online portal that tracks all accounts that the company manages. The portal is offered to every new client the company serves and also allows them to add any outside accounts they wish to track. HCR Wealth Advisors also publishes a blog each month that discusses economic news and financial trends.
HCR Wealth Advisors is not affiliated with this website.