HCR Wealth Advisors: Putting Clients First for 30 Years

HCR Wealth Advisors is a registered investment advisory firm servicing high net worth individuals both locally and across the US from their base in Los Angeles. A recent blog post explained their defining principles and the services they provide.

HCR Wealth Advisors is a fee-based RIA firm. That is, they charge one simple, transparent fee based on a percentage of the client’s combined assets under management. That fee is reasonable and in line with industry rates. HCR Wealth Advisors does not accept financial incentives to steer their clients into investments. There is a kernel of truth in the popular meme, “If you’re not paying, you’re the product.”

The quintessential principle motivating all client-adviser interactions at HCR Wealth Advisors is that the client comes first. HCR Wealth Advisors is committed to doing everything necessary to establish relationships through education, trust, and service. Putting clients first requires building a trust-based relationship. HCR Wealth Advisors knows that building an authentic relationship requires time and transparency from all parties. And it also involves taking time to listen while getting to know the client’s short and long-term goals.

HCR Wealth Advisors also believes that understanding a client’s temperament is as important as understanding their goals. A professional from HCR Wealth Advisors can educate a client on an investment strategy that matches their personality. Two different clients can reach similar goals in different ways. There is still, after all, more than one path to the mountaintop.

HCR Wealth Advisors is not a money manager. It is important, they believe, to understand the difference. Money managers are, in a certain sense, concerned with the nuts and bolts of money and investing. An advisor from HCR Wealth Advisors develops strategies to help clients reach their financial goals by creating personalized financial strategies that include developing an awareness of not only the rewards but the risk that attends any investment and any life.

Wise wealth management requires an honest assessment of what the future likely holds. While not all expected life events are pleasant to contemplate, HCR Wealth Advisors helps its clients plan for both the pleasant and unpleasant events that are an inevitable part of everyone’s future. HCR Wealth Advisors can help protect its clients against risk from those unpleasant eventualities, and that is why they also provide insurance services to their clients. HCR Wealth Advisors (@hcrwealth) can create personalized financial strategies to provide for the happier occasions that sufficient wealth makes even more enjoyable. Some of the more familiar life events that require planning are marriage, divorce, death, inheritance, starting or selling a business, and retirement.

HCR Wealth Advisors takes a team approach to wealth management. HCR Wealth Advisors assigns three trained professionals to most every client — the lead adviser, a financial planner, and an analyst. The team approach has delivered excellent results for HCR Wealth Advisors’ clients. They estimate their client retention rate is around 95%.

Space does not permit covering the entirety of the post[1], but taking the time to read it will be time well spent.

HCR Wealth Advisors is not affiliated with this website.

How Equities First Holdings UK Help Businesses Reach Business Goals

Equities First Holdings UK (EFH UK) helps businesses improve operation with working capital. Working capital can be used for any business practice. Businesses use stock-based loans to increase working capital. The year was 2013 when EFH UK was started. From the start, stock-based loans have been offered. EFH UK has improved business growth of companies with their services. Business growth may not have been possible for some businesses without the stock-based loans.

Businesses utilize EFH UK’s financial advice was enough to achieve business goals. There are many personnel who are responsible for creating a financial plan suited to the clients’ needs EFH UK ensures the customer’s feedback is used to customize the financial plan instead of having one generic plan for all potential customers. Clients must be able to communicate with financial advisors. It helps the client feel more involved with how they reach goals. People have much clearer picture of their finances; therefore, advisors will provide a better plan with as much information as possible.

More Visit: https://en.wikipedia.org/wiki/Equity_Group_Holdings_Limited


Equities First Holdings UK

Equities First Holdings UK was established for in 2002. For over 15 years, this financial company has provided many businesses and individuals for reaching the financial goals that they are trying to achieve. Equities First Holdings specialize in stock-based and margin loans for business or personal growth. The company offers the lowest rate on loans, and is a global financial tool for capital to be obtained.

Equities First Holdings is an efficient alternative to obtaining the lending capital at a low rate and from a professional company that take pride in financial solutions. The company which was established in London also provide shareholder finances for individuals who want to obtain money to expand their businesses and more


The Rising Capital

NexBank Capital is a financial service company that provides various services such as banking and customized finance primarily to the institutional clients. The bank serves its customers in three core businesses which are; commercial banking, mortgage banking, and institutional services. NexBank, however, is based in the United States and where it was founded in the year 1922. The bank announced assets of between $1 billion and $10 billion. This led to its ranking as the best performing U.S. community bank by its S&P global marketing intelligence. NexBank also announced that its C.E.O and president Mr. John Hault, was appointed the chairman of the community bankers Council. this occurred later after he was re-elected to the Texas Bankers Association Board of Directors.

Based on the overall score, the Bank has been positioned the 10th best performing bank due to its reliable performance metrics, and 5th in the country based on pre-tax ROE. The Banks C.E.O is pleased by the positive response of the bank’s shareholders. The announcement was made by the bank on August 15th, 2016, that it had in the previous months been able to complete a $24 million general equity raise, which as a result, brought about a capital growth to the company.

Nexbank received an upgrade of its senior unsecured debt rating from negative to positive whereas the NexBank SSB managed to get a deposit upgrade and a senior unsecured debt rating. It was founded in the year 1987, and it is the leading regional bank headquarters in Dallas. Generally, the NexBank SSB focuses on college saving programs. It provides unsecured investment options without charging any management fees to its clients. The NexBank SSB is an affiliate of the Nexbank capital Inc, which serves customers nationwide. Besides, it also serves the leading financial institutions, corporations, and individuals.

Good Fortune Expected from Equities First Holdings Move

What happens when a family lives, works and grows along on the right track, for a substantial amount of time? Hopefully, two things in particular occur, at their own natural pace and point in time. For one, each member of the collective unit grows in prowess and intellect to contribute power and lend their support to ensure that the fortune and reputation attached to the name, property and future they share remains intact. And, in doing this, they outgrow the place they all call home to branch out to different locations. Or, they collectively find another roof to continue to live under.

The same thing happens in the world of business. This time around, it is the Equities First Holdings LLC family that has to pack it all up and move into better digs. This company is relocating across town in Melbourne AU, and it is not because they feel like having something better for themselves. The focus and purpose behind this move is really to accommodate guests and make visits from clients and fellow industry contemporaries more conveniently accessible. In the meantime, this company continues to maintain their other two office locations in Sydney and Perth. Like most everything a for-profit organization does in the course of a day, this relocation is sure to facilitate or present profit opportunities, one way or the other.

But, making sure that a business stays in the black commerce wise, through financing solutions, is the daily standing order for the Equities First Holding team. The mode of operation, when it comes to providing these solutions, comes in the form of capital put up against their client’s publically traded stocks. This fiduciary breathing room allows these businesses to make crucial executive, accounting and human resources decisions, without having to jeopardize their productivity. Most impressive of all is the network of professionals the Equities company houses. It spans from the United States to China, with offices based in the United States, United Kingdom, Hong Kong, Saigon and Thailand.

To know more visit @ www.indeed.com/cmp/Equities-First-Holdings,-LLC-1