September 10, 2018 · Business, Business Leaders · (No comments)

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.

Guilherme Paulus has recently been put on the cover of the Brazilian magazine IstoE Dinheiro as one of the entrepreneurs of the year. The title goes to all of the successful Brazilian entrepreneurs who were able to defeat pessimism with politics and the economy and invested their talents to put the country back into the path of development. Guilherme Paulus has co-founded the CVC travel agency, founded the GJP Hotels and Resorts, and acquired and transformed the Webjet airlines. Visit abramark.com to learn more.

The Brazilian entrepreneur co-founded the CVC travel agency after meeting the politician Carlos Vicente Cerchiari during a trip. Carlos offered Guilherme a business partnership and the two soon founded the CVC travel agency in 1972. Carlos left the business venture only four years after the founding of the CVC. Guilherme Paulus continued to lead the CVC to success. It soon became the largest tourist operator in Latin America. Guilherme sold part of the CVC to the global investment firm the Carlyle Group in 2009. Guilherme sold the company for an estimated $750 million and is still 8% owner.


Guilherme Paulus founded the GJP network in 2005. The GJP is a hotel and resorts chain that has 19 buildings all over the country of Brazil. The hotel chain has four categories for different types of customers. It has Wish, the top of the line. Prodigy, the four star buildings. Linx, the three star hotels. And Saint Andrews, the premium line that is located in Gramado, Rio Grande do Sul. The GJP netword has won the award for the best golf hotel in Brazil by the World Golf Awards in 2017. Guilherme has invested approximately $600 million in hotels, and he currently employs about 1.9 thousand people.

Guilherme moved on to the aviation industry soon after founding the GJP network. He acquired the Webjet airlines in 2006 and has managed to turn it into the third largest airline in Brazil. At the time of its acquisition, Webjet had only one aircraft in its fleet. Guilherme led the airline for a few years and managed to grow the number of aircraft in Webjet’s fleet to 20. He sold it to Gol in 2011.

More about of Guilherme Paulus: https://www.forbes.com/profile/guilherme-paulus/

 

August 20, 2018 · Business, Business Leaders · (No comments)

Victoria Doramus is a successful media expert who has spent her life becoming one of the most knowledgeable professionals in her industry. Diverse jobs in print, television, and film as well as administrative roles and philanthropy make Doramus something of a modern polymath.

Victoria Doramus has made her name working as an analyst researching trends in media and using that knowledge to produce content for magazines and even major shows like the View. She was later recruited to be the west coast editor for Trendera, a trend forecasting company that helps match marketing efforts to current trends. She later worked as an assistant to film director Peter Berg.

According to Crunchbase, while Doramus’s media work has made her a success, it’s what she has done with that success that makes her unique. She has spent the last few years focusing on giving back and has engaged in a wide variety of philanthropic efforts. She has spent an extensive amount of time volunteering with the Amy Winehouse Foundation which helps prevent young people from becoming hooked on drugs by educating them about substance abuse and how to prevent it as well as providing support to those who are at high risk. She also has done work with the Best Friends Animal Society who help find homes for animals as well as running some of the largest animal sanctuaries in the US.

Many people reach success but Victoria Doramus has provided an example for the good that can be done when talented and successful people apply their expertise to giving back. Check out Victoria’s closet on Tradesy.com.

Pinterest: https://www.pinterest.com/victoriadoramus/