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About Us

The HRC Group specializes in providing access to timely mutual funds and separate account strategies designed to help financial advisors and wealth managers at major wire houses, independent RIAs and independent broker-dealers meet the challenges of today's market environment. Through our wide range of contacts in the industry, HRC has a keen perspective not only on existing allocations but also on identifying emerging investment strategies. We are valued by our financial advisors as a resource in identifying and bringing to market asset managers and strategies that fulfill un-served or underserved client portfolio needs. 

Founded in 2003, HRC represents a carefully selected group of money managers across the asset allocation spectrum. The firm was originally established to provide third party marketing and sales assistance to private investment managers.  In this role the firm has raised over $15 billion in assets, but more importantly, has placed equal emphasis on FA servicing and asset retention in addition to asset gathering. To meet the demand of our existing financial advisor client base, we represent a variety of financial products through these divisions and affiliates: 

HRC Portfolio Solutions LLC: HRC Portfolio Solutions is the division of HRC focused on sales and marketing for Separately Managed Account Strategies for third-party asset managers.

HRC Fund Associates LLC Member FINRA/SIPC: HRC Fund Associates is the division of HRC that acts as a Sales/Marketing Agent for Mutual Funds, Hedge Funds, Fund of Funds, and other alternative investment products.

Liberty Street Advisors, Inc.: Affiliate Liberty Street Advisors, Inc. provides supervisory investment advisory services for mutual funds which are sub-advised by third-party asset managers.

 

Why HRC

Marketing & Servicing

HRC Portfolio Solutions, LLC and HRC Fund Associates, LLC are marketing and servicing focused organizations.  As of December 31, 2015, we maintain sales and servicing relationships with over 20,000 financial advisors and have raised over $15 billion in assets at the wire-house, regional, institutional and RIA channels. We have relationships with over 125 of the Barron’s “Top 500 Financial Advisors” list. Our client base includes larger “corner office” advisors who may be good candidates for alternative investment products.

National Accounts

HRC’s National Accounts department manages ongoing relationships with all of the major Independent, Wire-house and RIA channel platforms. We know the gate keepers and the due diligence approval process at each of the individual firms.

Strong Manager Selection

We represent only a limited number of non-competing money managers, and take great care in selecting the products we represent. All of our partners share the following characteristics:

  • A Proven Track Record
  • A Commitment to Growth
  • High Service Standards and A Client Focus
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Wednesday, August 13, 2014 - 6:15am