Institutional Capabilities.
Empowered RIAs.
HPM supports independent RIAs with portfolio management, trading, and CIO coaching. Always à la carte. Always a flat fee. Never basis points. Keeping you right where you belong: front and center with your clients.
The Challenge
RIAs commonly find that success creates friction. Especially so when scaling investment processes and workflows. Managing an institutional-caliber investment engine takes real infrastructure and real time.
Today’s traditional outsourced options create meaningful friction, too: TAMPs typically force bundled services and offer little investment flexibility. OCIOs typically replace you as the investment expert with your clients. Both usually charge a basis-point fee structure for investment execution. HPM is designed to do better.
How HPM Does Better
Whether it’s portfolio management, trading, or CIO coaching, you pay a flat fee, never basis points.
Always a Flat Fee.
You can use one service or all three. You’re never forced into a bundle.
Always a là Carte.
You Stay Front & Center.
You remain your clients’ investment expert. HPM works in the background.
I built HPM to deliver two things RIAs consistently ask for: affordable, flat-fee, institutional-grade portfolio execution, and investment support that empowers, not replaces. What you find tedious, I find energizing.
What HPM Does
An alternative to a TAMP that gives you outsourced execution while maintaining investment flexibility. With the proliferation of ETFs, spreads, volume, and the time of day matter more than they did before. HPM trades the way an institutional desk does and gives you back the hours trading and rebalancing used to take. You can keep your models, your custodian, and your technology. Learn more.
An alternative to an OCIO, built to empower you, not replace you, as your clients' investment expert. Most advisors don’t have anyone to think through investment decisions with. HPM is that person, experienced and credentialed, in your corner. Walk into your next prospect meeting knowing more about their current portfolio than the advisor who built it. Learn more.
A second opinion on your investment process, from portfolio construction to trading workflows. Sometimes you just want a straight answer from someone who isn’t trying to win your clients’ assets. Bring HPM a question, a portfolio, or a workflow. No retainer, no ongoing commitment. Learn more.
Rooted in Science. Backed by Experience.
Mike Falco has been an investment professional since 2007, earning his CFA® charter in 2013 and CFP® certification in 2023. His time at Dimensional Fund Advisors shaped HPM’s investment philosophy, while his RIA experience shaped its portfolio execution. Mike’s beliefs are rooted in financial science, not fancy sales stories.
Ready to Get a Handle on Your Investment Engine?
If you’re an independent RIA wanting a seasoned, credentialed investment professional in your corner who won’t replace your investment authority and won’t charge you basis points, let’s talk.