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Global Growth & Income

Program Summary:

The Global Growth & Income model is an asset allocation program which combines HCM’s Risk Management and Adaptive Leadership Asset Allocation systems.

The ETF based Global Growth & Income model has a normal asset allocation target of:

  • 75% equities
    • 50% US Market
    • 25% Foreign
  • 25% Bonds

The Global Growth & Income Model also incorporates risk management strategies which allow HCM to, at the manager's discretion, increase money market and/or cash positions during weak and/or high risk market environments.

Global Growth & Income utilizes ETF’s as the primary investment vehicle. Portfolio reviews and reallocations are performed weekly.

It’s Time To Invest Differently

From 1982 to 2000, the battle cry was buy-and-hold. But that was before the tech bubble burst in 2000 and before the credit crisis of 2008. In short, most agree that buy-and-hold was a strategy that worked well during the 18-year bull market. However, today’s landscape appears to be very different. Thus, we believe investors must have strategies that can keep up with the times.

If the severe market declines of 2000-02 and 2008 taught us anything, it is that managing risk is equally as important as maximizing growth. These tough times also made popular vehicles designed to profit during market declines. Therefore, with a flexible style and a broad array of investment tools available, we pledge to seek out opportunities for growth wherever and whenever they may occur.

 

Here's the link to the current Global Growth & Income Brochure