Hm Capital Management, LLC

HM Capital Management, LLC is an investment advisory firm founded in 2005 and registered with the Securities and Exchange Commission (SEC). The firm is principally owned by the MEK Family Trust, Karen Gloriod, Maribeth Snodgrass, and Benjamin Westerman. The firm's mission is to provide fee-only investment advice from a team of experienced professionals always serving in the best interest of the client. HM Capital Management offers services such as Pension Consulting, Wealth Management, Family Office Consulting, and Portfolio Management. For Pension Consulting Services, HM Capital Management provides consulting services to defined contribution and defined benefit plans regarding investment options and employee education. Wealth Management Services include comprehensive financial planning, goal assessment, investment manager search reports, and ongoing investment manager due diligence. The firm also offers Pooled Investment Vehicle Services for money managers and active management of pooled investment vehicle assets. Fees for services vary based on the type of client and service provided, with annual fees starting at $15,500 and ranging from 0.50% to 2.00% based on assets under management. HM Capital Management may share personal information for business purposes with third parties but does not share for marketing purposes. The firm's principles, including Karen Gloriod, Maribeth Snodgrass, Matthew Kopsky, Benjamin Westerman, Caroline Stegman, and Dominic Trupiano, oversee various aspects of the firm's operations and client services. Clients can contact these individuals for further information or assistance.