HCM's TPIA Programs for Advisors

HCM is a Third Party Investment Advisor (TPIA). We work with broker dealers and registered investment advisors and their representatives. We manage portfolios with approved Variable Annuities, Wrap Accounts, and Limited Partnership programs.

Payout's to broker-dealer: up to 110 bp per year as long as client stays. Payout varies according to HCM product.

To work with sales representatives we need a selling agreement with broker dealer/registered investment advisor and placement on their recommended third party money manager list . To facilitate working together, we encourage sales reps to contact us to find out more information, and to take a proactive position with the home office to help us obtain the selling agreement with your broker dealer/registered investment advisor.

Category: Tactical Portfolio Management - HCM employs tactical fund selection/portfolio management for each “contract” or custodian. Fund universe differs.

To show your clients our programs, you can print out the summaries below by logging on (at the Approved advisor's Login link).

1. Security Benefit Advisor Design Variable Annuity - aggressive and moderate growth
2. Nationwide Market Flex Variable Annuity - aggressive and moderate growth
3. American Skandia Variable Annuity - with ProFunds: aggressive and moderate growth
4. HCM Moderate growth and Aggressive growth at HCM's custodian
5. HCM Gold/Precious Metal Asset Allocation
6. ETF Tactical Asset Allocation
7. Alternate Asset: limited to accredited investors only