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HCM Brochure

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Page 1: HCM Brochure
Page 2: HCM Brochure

HARRINGTON CAPITAL MANAGEMENT2

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ONN AIR EPERFORMANCE

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Harrington Capital Management LLC (HCM) has years of proven leadership experience in private wealth management as a full service Registered Investment Adviser with the SEC.At HCM our goal is to create financial security and peace of mind for companies, individuals and their families. We strive to accomplish this by providing our clients with personal attention and a level of excellence that meets and often exceeds their expectations. Clients benefit from our independent customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.

The basis of long-term wealth creation at every stage of life. Our view is that an investor needs to look at investments through the lens of a long-term time frame, regardless of age.

We may recommend a disciplined, tax efficient portfolio. A typical portfolio may include U.S. and International; growth and value; small, mid and large cap opportunities.

Using these strategies, evaluate the financial and personal information you provide so that we can match your objectives with sound strategies.

Regular benchmarking against respective indexes will be performed.

We have a solid process designed to support your long-term success in creating and preserving wealth.

Regular Follow-up Meetings

Implemented strategies are regularly monitored and reevaluated in order to provide the most effective service to our clients. We also encourage our clients to keep us aware of possible “Life Changing Events” situations which could affect their designed strategy and cause a potential reevaluation.

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YOUR CONNECTION TO EXCELLENCE AND WEALTH I H ARRINGTON C APITAL M ANAGEMENT H ARRINGTON CAPITAL MANAGEMENT 3

The Power of Our Network

Wealth Management

Life Changing Events

We have and will continue to build excellence in our business by building quality relationships. In addition to our objective of helping our clients preserve and generate wealth, we also seek to improve and impact their professional and personal lives. We believe that strong and reliable trusted relationships are one of the most important ways we can empower our clients in today’s world.

We, at HCM have developed relationships that have been built over long periods of time. We work diligently to collectively accomplish far more than one could individually. We view our connections and our business relationships as one of the most important benefits we offer our clients. New HCM clients become part of a larger business and professional community of cooperation and high achievement built towards each other’s mutual success.

The financial professionals of HCM offer our clients a comprehensive menu of investment management resources including individual securities, mutual funds, and investment trusts, separately managed accounts, alternative investment, insurance products, fixed income (bonds) and 529 educational plans.

We do not package and sell our own financial products and we therefore are in a position to provide truly independent analysis and advice regarding the sometimes daunting array of financial products in the marketplace. We carefully assess the risk tolerance, resources and financial needs of each client and search the landscape of financial products to craft a customized wealth management solution.

HCM’s leaders have 18 years of proven leadership experience with wealth management firms such as Deutsche Bank, Wachovia, Goldman Sachs and Merrill Lynch. HCM uniquely combines that knowledge and experience with independence and the highest levels of personalized customer service. If you are ready for a new, unparalleled level of commitment and service from your wealth managers, please schedule a free, comprehensive financial consultation with us today.

Harrington Capital Management (HCM) takes a holistic approach to your financial planning. We strive to become a resource to our clients by focusing on their lives as well as their finances. When building your personalized asset allocation, we take into account your investment goals and your tolerance for risk as well as your life plan.

You might at first think of a financial holistic approach as something out of place coming from a financial services firm. Financial advisors are often solely hired to provide financial planning, not be life coaches. At HCM, we work alongside our clients in developing, strategizing and helping achieve their true life aspirations and goals. Our financial holistic approach will provide our clients with a strong foundation, while we help with decisions that will have far-reaching consequences, and otherwise, in their lives. We aspire through The HCM Difference to improve and impact their professional and personal lives in the process. At HCM, clients are a living and sharing part of cooperation and high achievement.

THE HCM DIFFERENCE

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HARRINGTON CAPITAL MANAGEMENT4

About Our Partners

Harrington Capital Management has relationships with leading �nancial institutions to support clients with a full spectrum of investment services.

The strategies discussed are strictly for illustrative and educational purposes and should not be construed as a recommendation to purchase or sell, or an o�er to sell or a solicitation of an o�er to buy any security, including Harrington Capital Management, LLC. The information provided is not intended to be a complete analysis of every material fact respecting any strategy. The examples presented do not take into consideration commissions, tax implications, or other transaction costs, which may signi�cantly a�ect the economc consequences of a given strategy. Carefully consider objectives, risk factors and charges and expenses before investing. This and other information may be obtained calling 877.676.75.45 or by visiting www.hc-mgmt.com. There are risks involved with investing, including possible loss of principal.

©2012 Harrington Capital Management, LLC.

All rights reserved. All other trademarks, service marks or registered trademarks are the property of their respective owners.NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Toll Free 888.653.5807 Facsimile 858.724.6655

New York & Mailing Address120 Broadway27th FloorNew York, NY 10271T 212.732.4876

California4370 La Jolla Village DriveSuite 670San Diego, CA 92122T 858.729.0414

HARRINGTON CAPITAL MANAGEMENT

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Securities o�ered through National Securities Corporation, Member FINRA/SIPC.Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® company.Investment Advisory Services o�ered through National Asset Management, Inc., a SEC Registered Investment Advisor and a�liateof National Securities Corporation. Some accounts may be held at National Financial Services, LLC. Harrington Capital Management is not an a�liate of National Securities Corporation or National Asset Management.