Taxes

• Charitable Giving
  Your passions and personal goals are important to us. Alongside our partners, we work with you and your advisors to help optimize your estate plan design and charitable visions.

Investment

• Investment Management
  The HCM Private Wealth Services (PWS) division is designed for high-net-worth individuals and business owners seeking tailored portfolio management, tax mitigation, income needs, business planning solutions, legacy strategies, and more. In collaboration with our PWS partners, we work with financial advisors and their high-net-worth clients to build custom investment strategies.
• Mutual Funds
  Howard Capital Management, Inc. (HCM) is a SEC-Registered Investment Advisory Firm founded by Vance Howard, which offers professional money management services to private clients, financial advisors, and registered investment advisors through a suite of separately managed accounts, retirement tools, self-directed brokerage accounts, proprietary mutual funds and ETFs.
• Wealth Management
  Howard Capital Management’s Private Wealth Services (PWS) Division was created by Vance Howard out of personal need. He found high-net-worth individuals and business owners have an increased need for personalization in regard to total wealth management.

Accounting

• Accounting Services

Planning

• Financial Planning
• Retirement Planning
• Asset Management
  These portfolios take a multi-asset, unconstrained, tactical growth approach. The strategy is designed to maximize returns through full market cycles by investing in any combination of sectors, asset classes, styles, and sub-sectors as determined by our quantitative model. The portfolio utilizes a proprietary, quantitative relative strength and momentum ranking process, which targets opportunistic investments with the best potential to achieve the portfolio’s risk/return objectives, as indicated by the quantitative model. This portfolio provides a complement to, or a replacement of, a buy and hold asset allocation portfolio.