Smart and sensible asset management. HP Capital is an independent registered investment advisor. We design and manage portfolios for multi-employer, corporate and public pension plans, endowments and foundations, and the retail public. Our investment philosophy is simple. Control cost, achieve portfolio liquidity, deter capital erosion, and leverage technology so our clients can have peace of mind. HP Capital portfolio management has three dimensions. Smart Allocation, portfolio overlay, and tactical reallocation. We will utilize all market tools at our disposal to preserve and grow our client’s wealth. With the complex universe of investment offerings, we chose to work exclusively with ETFs for our proprietary Smart Allocation strategies. Exchange Traded Funds (ETFs) are better at minimizing cost, more transparent, more liquid and manage risk better than mutual funds and individual stocks and bonds. In today’s market environment, investors should be asking for more value from their investment advisor. If you are not content with you present circumstance, we invite you to come experience what has made us the premier tactical asset allocation firm.

Welcome to HP Capital, smart and sensible asset management.

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"Most investors, both institutional and individual, will find that the best way to own common stocks is through an index fund that charges minimal fees."

Warren Buffett

Do you know the difference between a broker and a fiduciary?

A stock broker or any other advisor registered and governed by FINRA can provide you with investment advice on one hand and sell you investment products from the other hand. Typically the stock broker or advisor will profit when you buy investment products and make trades. You must seriously consider the significant conflict of interest in such a relationship.

HP Capital Venture LLC is a fiduciary.

HP Capital receives no compensation nor commissions from the sale of any of the products or services we offer our clients. HP Capital is required to disclose potential conflicts of interest and is legally obligated to put our clients' interest ahead of our own. HP Capital is composed of Registered Investment Advisors ("RIAs") who are regulated by the Securities and Exchange Commission ("SEC") as fiduciaries. HP Capital provides the same level of personal care and responsibility one would expect from a Certified Public Accountant, personal doctor or attorney.

“The drive for profits by … the mutual fund industry overwhelms the concept of fiduciary responsibility, leading to an all too predictable outcome: . . . the powerful financial services industry exploits vulnerable individual investors.”

-David F. Swenson, CIO, Yale Endowment

Rollovers . 401KS . 529 . IRAS . CSA . Investments . Charitable Giving . Endowments . Defined Benefit Plans . Pension

Smart and sensible asset management.

HP Capital is an independent registered investment advisor. We design and manage portfolios for multi-employer, corporate and public pension plans, endowments and foundations, and the retail public. Our investment philosophy is simple. Control cost, achieve portfolio liquidity, deter capital erosion, and leverage technology so our clients can have peace of mind.

HP Capital portfolio management has three dimensions. Smart Allocation, portfolio overlay, and tactical reallocation. We will utilize all market tools at our disposal to preserve and grow our client’s wealth.

With the complex universe of investment offerings, we chose to work exclusively with ETFs for our proprietary Smart Allocation strategies. Exchange Traded Funds (ETFs) are better at minimizing cost, more transparent, more liquid and manage risk better than mutual funds and individual stocks and bonds.

In today’s market environment, investors should be asking for more value from their investment advisor.

If you are not content with you present circumstance, we invite you to come experience what has made us the premier tactical asset allocation firm.

VALUE

TECHNOLOGY

TRANSPARENCY

our process

To start a relationship, send us an email to info@hpcapitalventure.com with a brief explanation of your situation.