At HMC Partners, we design retirement plans for our clients and use them as a blueprint for managing their wealth on a fee only basis.  Our client’s accounts are actively managed and tailor made to work toward their distinct goals, dreams, and needs.  It is our goal to help keep your retirement “On Target!”

HMC Partners is an independent, asset based fee firm whose partners have combined over 50 years of experience. What does this mean to you?  It means we are totally unbiased when designing our investment portfolios because we are paid a fee to manage your assets versus being paid commissions.  Regardless what mutual fund, stock, bond or other investment vehicle we use in our fee based accounts, we are paid the same.  This means you never have to question the motivation of the investments we are suggesting.  We at HMC Partners are simply trying to get the best rate of return possible in y our portfolio while taking the appropriate amount of risk.

Very rarely is every situation the same.  For that reason, we offer a variety of planning platforms which a variety of investment strategies with a variety of account minimums.  Our customized portfolios can include:

  • Mutual Funds
  • Stocks
  • Bonds
  • Treasury Bills
  • Corporate Paper
  • Alternative Investments

These investments are designed for IRA’s, Rollover IRA’s, Roth IRA’s, Retirement Plans, Trusts, Individual Accounts, and Institutional Accounts.