Account Types

INSTITUTIONS

HCM serves a wide variety of institutional clients including corporations, endowments, foundations, retirement plans, and public pension plans.

As a registered investment adviser, HCM manages institutional accounts in accordance with its philosophy of investing in strong companies when it believes that their stocks are undervalued.

Institutions may participate with a minimum investment of $2 million.

 

BROKERS/REGISTERED REPS

As a registered investment adviser, HCM manages individual accounts in accordance with its philosophy of investing in strong companies when their stocks are undervalued.

HCM works closely with brokers, who retain custody of the funds invested. For qualified investors with broker held transaction-based fee accounts, there is a $2 million investment minimum. There are lower minimums available for wrap fee accounts.

 

REGISTERED ADVISORS

HCM works closely with other registered advisers, on a sub-advisory and dual contract basis. We consider the registered advisers to be our clients and we seek to build solid relationships with them.

For qualified investors with transaction-based accounts managed by advisers, there is a $2 million investment minimum. There are lower minimums available for wrap fee accounts.

For applicable guidelines, please contact Client Services at (240) 744-4500 or clientservices@hillmancapital.com.

INDIVIDUAL INVESTORS

As a registered investment adviser, HCM generally manages individual accounts in accordance with its philosophy of investing in strong companies when it seems their stocks are undervalued.

Qualified investors may participate with a minimum investment of $2 million.

 

To open a separate account with a $2MM minimum, please contact the Client Services Department at (240) 744-4500 or email: clientservices@hillmancapital.com.

To open a mutual fund account, please contact our Funds' Transfer Agent at (800) 773-3863.