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.

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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

Our experienced sales, marketing, and operations executive team are all seasoned veterans of the financial services industry.

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.