- We treat all client information with the highest level of confidentiality.
- We strive not to simply meet our clients’ expectations, but to exceed them.
- We are entrepreneurial and contrarian by nature; therefore we strive to provide objective, autonomous advice.
- We tell our clients what they need to hear, not what they want to hear.
- There can be no half measure in our obligations to our clients and peers.
- We strive to deliver uncompromising commitment and respect to our clients and peers while maintaining the highest standards of integrity and professionalism.
- We do not permit ourselves to be compromised by conflicts of interest with our clients.
- We are committed to sharing our knowledge with the financial services community so that we may pass our experience to the next generation.
Informational Bulletin: Registration and Form PF Preparation
August 2011
HC Associates' latest bulletin addresses preparing for the Dodd-Frank Act and its proposed Form PF filing requirements.
Opalesque Colorado Roundtable
March 8, 2011
HC's Founder & Chairman Edward Tedeschi discusses industry trends and developments as a member of the inaugural Opalesque Colorado Round table sponsored by Rothstein Kass.
