HCR Wealth Advisors knows that the financial situation for no two clients is identical. HCR Wealth Advisors is headquartered in Los Angeles, California and provides sound financial advice and investment strategies for hundreds of clients across the United States. HCR Wealth Advisors is committed to building a deep and long-lasting individual relationship with each client and will work with them to develop a clear vision for their financial futures as well as a tangible plan to make this vision a reality.
HCR Wealth Advisors provides total transparency in regard to the fee it charges clients. The company sets its fees based on a percentage of the total assets to be managed. HCR Wealth Advisors also works only for its client and does not seek the dual benefit of receiving compensation for steering its client in the direction of specific investment opportunities or financial products.
HCR Wealth Advisors is careful to point out to potential clients that it is not a money manager but instead is a wealth advisor. The distinction is in the fact that money managers function by the allocation of assets to portfolios that are measured on the basis of performance. Put simply, money managers pick stocks and bonds to invest in with client money and hope that their picks succeed in outperforming the market. And as many disgruntled clients have learned the hard way, money managers often make many grand promises on which they are unable to deliver.
HCR Wealth Advisors provides its clients with a much more comprehensive approach to getting to know each client individually and seeks to develop relationship-oriented partnerships and not only relationships based on the performance of investment vehicles. The company works diligently to first educate clients on investment strategy and then works to create personalized financial strategies to fit each situation.
HCR Wealth Advisors founder Greg Heller explains that from the onset he and HCR Wealth Advisors thought it important to acquire a deep understanding of the clients and their needs. The HCR Wealth Advisors approach works to the good of their clients as evidenced by the high retention rate the company enjoys.
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