We share fiduciary responsibilities with clients to construct, manage and monitor portfolios that satisfy their investment objectives and internal guidelines across asset classes.
- Asset allocation
- Strategy selection
- Manager and Fund selection
- Portfolio Construction
- Reporting and Monitoring
HC provides access to first-in-class managers on a global basis.
- Equity solutions
- Bond/Income solutions
- Opportunities solutions
Timely reviews of asset allocation and strategy combination
Asset allocation and strategy combination is key to long term investment.
Best manager pick from worldwide universe
HC reviews and monitors managers on an ongoing basis. Allocation changes and replacements are taken action when necessary.
Customization and full advice
HC provides customized solutions to clients based on consulting approach. HC is delighted to work with clients as a team member.
- Studies, identification and selection of other professionals
- We function as investment professionals with regard to making investments in asset management professionals. We have accumulated an enormous database covering the world's asset management firms and asset managers, which is where we place our client's funds. In addition, we have alliances with many of the world's leading consulting firms. These resources allow us to perform rigorous studies. As a result, we can retain an aggressive posture, identifying and using various asset management professionals in response to changes in market trends.
Our Business Partners
- Pavilion Financial Corporation
- Diversified global investment services firm with client and business relationships in 50+ countries. Formed in 2006, with roots dating back to 1968.
Privately held company with significant employee ownership – equal to more than 80 per cent.
Serve primarily institutional clients such as pension plan sponsors, healthcare organizations, foundations, endowments and financial intermediaries, as well as other investors.
Headquartered in Winnipeg, Canada, with 165 employees and offices in Chicago, Sacramento, Boston, Salt Lake City, Indianapolis, Montreal, Toronto and Edmonton.
- Pavilion Advisory Group™ provides institutional clients with a full range of solutions spanning the investment process, from advice to implementation to oversight, all underpinned by research. Plan Sponsor Advisors, a division of Pavilion Advisory Group Inc., is an investment and retirement benefit consultancy, specializing in defined contribution plans. Pavilion Investment House, a division of Pavilion Advisory Group Ltd., provides fully integrated wealth management services to families, business owners and select individuals.LP Capital Advisors LLC, a Pavilioncompany, provides investment advisory services to pension plans, sovereign wealth funds, family offices and other institutions in alternative asset classes, particularly private equity.
- Eureka Capital
- The firm is the initial operator of Eurekahedge, a preeminent hedge fund research company in Asia, supplying information on hedge funds and private equity funds online and in publications covering over 22317* funds accross its databases. Eureka Capital provides fund research, monitoring and capital introduction services.
*Please note that the business partners listed on this page are separate entities, in which HC Asset Management has no ownership, and are neither affiliates nor subsidiaries.