September 10, 2018 · Business, Business Leaders

HCR Wealth Advisors, a registered wealth management and investment advisory firm is committed to providing investment and financial strategies to its customers. The Los Angeles-based firm serves high net worth individuals to help them achieve their financial goals. With a dedicated team of professionals, the company offers its clients personalized customer service to enable them to achieve their financial goals.

By building long-term relationships with its customers, the company puts its customers first in its operations. To this end, the company’s primary goal is to serve its customers. Unlike other investment and brokerage companies trying to sell particular financial products, the company positions itself as an independent company that is customer-centric in its operations.

According to LA Business Journal, any customer wishing to receive services from the company pays an annual fee which is typically calculated as a percentage of client assets under management. HCR Wealth Advisors offers transparent and straightforward rates to its customers. There are no hidden fees to customers and this helps to build a strong working relationship with clients.

HCR Wealth Advisors states that it is not a money manager. Instead, it is a wealth advisor. Typically, money managers under deliver and over promise because they aim at allocating assets in a portfolio by identifying stocks and bonds which they hope will outperform the market. As wealth advisors, HCR Wealth Advisors’ business model is based on relationships and not solely on performance. The company spends time with clients to understand their goals, current financial portfolio, as well as possible future events which may change their financial situation.

HCR Wealth Advisors use a 7-step framework to help its clients achieve financial security. The steps are:

  • Determining what exactly the customer wants including their goals and future objectives
  • Identifying opportunities as well as building a needs and income projection for what they need now as well as in the future
  • Building a framework for an investment allocation that best suits the client
  • Providing clients with an online portal where they have access to assets, net worth evaluations, and liabilities 24/7
  • Periodic evaluation of the selected investment strategy
  • Close monitoring and analysis of the portfolio
  • Evaluating and adjusting the financial management plan as the life of the client evolves. The company offers comprehensive asset management and financial services that touch the whole life of a client. Other key services that the company offers include business services, insurance, and consulting. Over the last 30 years, HCR Wealth Advisors has developed strong relationships with its clients. This has been made possible through sound wealth management that helps its clients work towards their financial goals.

Get more information: https://blogwebpedia.com/hcr-wealth-advisors-clients-first.html

HCR Wealth Advisors is not affiliated with this website.

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