How HCR Wealth Advisors Manages Their Clients’ Portfolios


For thirty years HCR Wealth Advisors has been helping high net worth clients meet their financial goals. They have helped clients through every type of market by developing a personalized strategy for each client that meets their goals while also protecting them against risk. Their current analysis shows that despite all of the recent volatility in stock markets the global economy remains on strong footing. The strength of the U.S. economy is still growing is other global markets. Just last year the S&P 500 returned almost 22% and many international markets in Europe, Asia, and elsewhere did even better.

According to, the people at HCR Wealth Advisors are focused on developing a long-term relationship with each client, including both saving for retirement and living in it. They believe that educating their clients about investment strategies is one of their key services which is why they make it a priority at this firm. By educating clients this registered investment advisory firm can collaborate with each client on how their portfolio is built. This helps clients be more comfortable when volatility hits as they know that their portfolio is built to handle their own personal risk tolerance and goals.

One of the challenges and opportunities with investing today is that there is far more information available when it comes to markets due to the advent of the internet. Investors need someone that can analyze all of this data and spot market trends in various sectors of the economy. It is also easier than ever today to invest in areas of the global market that used to be rather murky in nature, such as developing nations. At HCR Wealth Advisors (@hcrwealth) they have a team of financial professionals who regularly keep track of trends and data so that their client’s money is strategically placed

Many advisory firms keep a client for an average of just two to four years before they move on to another financial advisor. Due to the way that HCR Wealth Advisors’ financial advisors treat their clients their average client has been with them more than ten years, much longer than the industry norm.

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