Redefining Financial Security — About HCM

Hull Capital Management is a Registered Investment Advisory (RIA). Our motto, "Redefining Financial Security," came about after years of studying and researching the best managers, investors and traders in the world.  We identified the real risks and pitfalls investors face and concluded that consistent and reliable gains build financial security and wealth faster than market dependent gains. In our estimation, we believe the only portfolio worth owning is one that is bulletproof - a portfolio that does well no matter what! We focus on working with accredited investors who are currently retired or planning to retire in five years or less.

In the beginning, Lee focused on developing investment strategies and asset allocation models to compensate for shortcomings and risks, which traditional methods fail to address. He developed an expertise in alternative asset classes, portfolio management and short selling. Armed with results from his extensive research, Lee coined the concept of a "bulletproof portfolio."

All HCM portfolios are designed and managed to be bulletproof, with the goal of making money year after year, no matter how U.S. equity markets perform. HCM portfolios have the ability to build capital faster and more reliably than the traditional methods used by the majority of the financial community.

Another quality that contributes to HCM's uniqueness is that our only concern is to build wealth for our clients year in and year out. The truth is almost every financial planning issue is really a rate of return issue in some form.  Whether it's ensuring your retirement, passing wealth on to another generation/ institution or maximizing your assets, a higher rate of return will eliminate (or at least partially solve) any problem.  Every facet of HCM is designed with this goal in mind-from investment strategies that make money in bull and bear markets-to compensation based on performance.

HCM does not accept any payment from any source other than our clients. There are no soft dollar arrangements or commissions.  In this way, we avoid any potential conflicts of interest.  Our compensation, for the most part, is determined by how well your portfolio outperforms other portfolios. The majority of our compensation comes from beating other investment managers and indexes. We operate on the principle that a performance bonus should be part of a manager's compensation only when the manager beats the corresponding index.  This type of accountability is the bedrock behind HCM.  It's an accountability most affluent and savvy investors in the world demand and one that is not available from traditional financial advisors or money managers.