Distinct, Timely, Value-Added Portfolio Solutions for Investment Managers and Financial Advisors
The HRC Group of companies specializes in bringing investment products and services to the financial industry’s investment advisors, institutions, and consultants. Founded in 2003, HRC represents a carefully selected group of investment managers across the asset allocation spectrum.
Valued Resource
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 clients as a resource to identify asset managers within specific areas of interest.
Marketing and Services
HRC Portfolio Solutions, LLC and HRC Fund Associates, LLC are marketing and servicing focused organizations. Over nearly two decades we have developed thousands of relationships across multiple platforms and channels including, independent RIA’s, independent broker/dealers and the major wirehouses.
Manager Selection
We represent only a limited number of non-competing asset managers and take great care in selecting the products we represent. All of our partners share a proven track record, a commitment to growth, high service standards, and a strong client focus.
Learn More About HRC
Third–Party Marketing
Our market reach and established relationships deliver access to wirehouses, independent broker-dealers, and RIA channels.
Investment Strategies
Our carefully selected group of investment managers provides distinct and timely strategies across the asset allocation spectrum.
Executive Team
The HRC Group Companies
HRC Portfolio Solutions, LLC
Focuses on sales and marketing for separately managed account strategies for third-party asset managers.
HRC Fund Associates, LLC
Focuses on sales and marketing for mutual funds, hedge funds, interval funds, and other alternative products, and is a member of FINRA/SIPC.
Liberty Street Funds
The Liberty Street Funds offer investors and financial advisors mutual funds sub-advised by independent boutique managers who possess expertise in their asset class.