Heritage Financial Website: https://www.heritagefinancialaz.com/
Today, Shanna Tingom of Heritage Financial is joined by Hayden Gerwien of Howard Capital Management, a firm that Heritage works with closely for its clients.
Howard Capital Management is a third party money manager, and Hayden gives us a bit of background on the company. Then explains their patented HCM-BuyLine® investment process. This is a computer algorithm that allow for a more tactical and defensive strategy to manage your money. And this will recommend when to buy and when to sell.
Hayden walks us through how this algorithm worked during the COVID-19 volatility we saw last year, taking the emotion out of investing. And Shanna explains how they've become a partner to help manage the portfolios of her clients at Heritage Financial.
For more information about how Howard Capital Management and Heritage Financial work together, and you can contact Shanna at https://www.heritagefinancialaz.com/