Howard Capital Management Group, LLC

Howard Capital Management Group, LLC is a registered investment adviser with offices in Los Angeles and New York. The firm was founded in 1974 and manages over $2.3 billion in assets as of December 31, 2024. As part of Focus Financial Partners, LLC, Howard Capital Management Group is a fiduciary, acting in the best interests of clients. The firm offers personalized investment supervisory services primarily focused on publicly traded equity and debt securities, utilizing Exchange Traded Funds (ETFs) in client accounts. Minimum account size is $1,000,000, although exceptions may be considered. Fees are calculated based on a tiered structure and are negotiable. The firm does not charge performance-based fees. Investment strategies include fundamental, technical, and cyclical analysis, with a focus on long-term buy strategies. Clients have discretionary authority over their investments, and HCM generally votes proxies for securities in discretionary managed accounts. The firm has no disciplinary events to report and maintains custody of client funds only for fee collection purposes. HCM has adopted Proxy Voting Policies and Procedures to ensure votes are cast in clients' best interests. The firm does not transact in individual securities or ETFs in proprietary accounts.