At Carolina Bank, HMC Partners is committed to helping clients seek to turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.
Through HMC Partners, clients have access to a wide array of financial and wealth management strategies, including services such as professional investment management, retirement and education planning.
Specialists at HMC Partners, design retirement plans for clients and use them as blueprints for managing their clients’ wealth on a fee only basis. Clients’ accounts are actively managed and tailor made to work toward their distinct goals, dreams, and needs. HMC Partners’ goal is to help keep your retirement “On Target!”
HMC Partners is an independent, asset based fee firm whose partners have over 50 years of combined investment and financial planning experience. What does this mean to you? It means HMC Partners is totally unbiased when designing your investment portfolio because they are paid a fee to manage your investments versus being paid commissions. Whether you own mutual funds, stocks, bonds or other investment vehicles, HMC Partners is paid the same fee to manage your account. This means you never have to question the motivation of the investments they are suggesting. HMC Partners is simply trying to get the best rate of return possible in your portfolio while taking the appropriate amount of risk.
Very rarely is every situation the same. For that reason, a variety of planning platforms with different investment strategies for various risk levels are offered. Customized strategies include:
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Alternative Investments
These investments are designed for IRAs, Rollover IRAs, Roth IRAs, Retirement Plans, Trusts, and individual accounts.
To learn more about these and other investment programs, contact your local Carolina Bank branch to schedule an appointment with a HMC Partners Specialist, or call HMC Partners directly at (336) 544-6800. You may also learn more about HMC Partners by visiting the website: www.hmc-partners.com
Products & Services
|Stocks & Bonds
||Individual Retirement Accounts
|Tax Advantaged Investments
|Education Planning & 529 Plans
||Professional Asset Management
|Trust Services *
||Financial & Estate Planning
* Trust services offered through Private Trust Company, an affiliate of LPL Financial.
Securities and Advisory Services offered through LPL Financial. Member FINRA/SIPC Investment Advice offered through Independent Advisor Alliance, a registered investment advisor.
Carolina Bank, HMC Partners, and Independent Advisor Alliance are not registered broker/dealers and are not affiliated with LPL Financial.
Insurance products offered through LPL Financial or its licensed affiliates.
Not FDIC Insured • No Bank Guaranteed
May Lose Value • Not a Bank Deposit
Not Insured by any Federal Government Agency
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are propertly registered. Please note that not all of the investments and services mentioned are available in every state.