Our Focus

At HFC, we are committed to helping individuals, families, business owners, and executives receive objective, responsive investment management and financial planning services. While we provide our services to a variety of clients, we specialize in working with people ages 50 and older who are planning for retirement or are now retired.

In general, our clients are conservative investors interested in preserving capital and generating income during retirement. As such, our investment approach is focused first on capital preservation, then on producing income and growing principal. We do so by:

  • Recognizing that some market risk must be taken
  • Seeking to minimize damage that may be caused by major market declines

If you’re interested in objective investment management advice or financial planning services, find out why you should choose HFC as your dedicated financial advisor.