• Contact HM Capital Management

HM Capital Management, LLC (HMCM) is a fee-only pension consultant operating as a SEC Registered Investment Advisor. HMCM is not affiliated with any broker dealer, plan record-keeper or administrator. As a result, we do not have an economic bias to work with one retirement provider over another. HMCM does not receive commissions or mutual fund 12b-1 fees. As a result, HMCM acts as a plan fiduciary where most others can not. HMCM currently has approximately $800 million of client assets under advisement.

In today's dynamic capital markets, plan sponsors must evaluate more asset classes, review more investment managers, appraise more risks, react more rapidly, comply with more regulations, and bear more scrutiny. Meeting those challenges requires objective and expert advice.

Our clients encompass a full range of plan types. These include defined benefit, defined contribution and non-qualified Senior Executive Retirement Plans.

As your plan consultant HMCM takes responsibility for the following:

• Design and implementation of Investment Policy Statement
• Evaluation of current and potential investment options
• Implementation of new plan design features
• Design and implementation of comprehensive education program (defined contribution plans only)
• Semi-Annual review of all plan aspects to ensure compliance and fiduciary oversight

HM Capital Management
8235 Forsyth Blvd.
Suite 540
Clayton, MO 63105

Toll Free 800-768-4926
Facsimile 314-889-3737

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