THE STORY OF HENGEHOLD CAPITAL MANAGEMENT LLC 2THE HCM y I h 1980, mg f u CPA Fm Tx Fl Plg P, I fu h my f u l w qug u v mkg vm. I h f mm-b u l, my l w l xv vm, bu v h v y hl hm mv w h gl f fl. I w f k vw l f vm mk w m h ul b. Ag my hl l bul flly lf, I bg vy fm v my l wh llg m lg vm ul. My v vlv Hghl Cl Mgm LLC, lg, f-ly Rg Ivm Avy fm h h v h fl f u l h fml, m h 30, f v 25 y. Th HCM m f fl h my f hgh quly v. W wk h hl u l h fml h h fl bjv. W lk fw mg yu, wul b h wk gh wh yu w yu gl f fl. If fl m yu, w hul lk. Mhl Hghl Fu & CEO
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HELPING YOU ACHIEVE FINANCIAL INDEPENDENCE u h hl yu hv yu gl 4 W hv vl l hl yu hv yu gl. l u hw HCM hl yu Dvl l f fl ulzg h HCM Bgh Fuu P m mmm uh llg, wg, bulg y y fu Tk vg f vm u P yu wh h vm l u Wk wh yu h fl v uh yu CPA, y, u v gg kw h h Tgh, w fy yu gl, vlu, fl bjv. W vl lf-lg m l g m yu uqu gl. bulg wlh l f yu fl W l h blh yu bjv yu k l wlh mgm gy. Yu l mlm wh l x m yu fl gl. ug yu vll fl u W wk wh yu h u v, g h v f yu CPA, y, u v. W u fllw-u mg mg h g f yu wlh l ffm yu l bjv.
OUR WEALTH MANAGEMENT PROCESS 7. T hl yu l f, hv yu fl, w ulz h l wlh mgm. Wh yu f gl m, w u x-ff k mg vm lu ug h blw. A m m m ulk f glbl l mk 6. 8. Cu gu u lg ug ulquly ly Evlu mg g f fl 5. Mg mlm Cu vm fl lyz Yu Fl I 1. Eblh fl bjv k m g 4. 2. Bul x ff vm gy Cu lz h flw ly 3. Dvl vm ly m (IPS) h hm wlh 5
hm lz v WHO WE SERVE 6 W v bul lg, mgful lh wh uful vul, bu w fml. m g l M C hl g Th H, k w g l l l I u F g h v g, u b I qu u, l h f u u l l f w g h f l m h g m u w U wll ll u x g W l w h h m v l h g- l g l l y m A l v v f f h h v m h v l u z g R v C l v h w m f A h b M C H h l w h u T f f m ly h S v w g h hf u l y f h k m f h w y j u E ll- b g w l f v u m
HOW WE SERVE wlh mgm v C hughful wlh l uqu yu g lf Rm m h flw mlg Bl mg ll Tx-ff fl mgm ulzg h HCM Tx Bk Alyz Bul m wh h HCM Im Sfy N Sym Wk wh yu m f fl v Pfl k mgm umz mmu Pl mg vw yu fl g, hul yu v Pfl g l yu Ph ll, ml wb mg vw g Wkly HCM Mk Cmmy ug u v Dym l fl u ly HCM Quly R Thl, ublh, lg l, h l vlbl h HCM wb vm Th glbl my ym; hf h l f vm my hg. Lg Smll Cmm Sk Dv Pyg Su Pf Sk Emgg Mk Su Mk Nul Sg Cvbl B Tuy Ifl-P Su Mul B Hgh Yl B C B Gvm Su Vbl R Su Muul Cl E Fu hm lz v 7
RETIREMENT SERVICES m v Yu hv wk h hv fl w b h wh yu hv umul wll g h ug yu m. Ou gl hl yu bul bl fu f fl uy l lfm. yu m l A mmb f h C bu mmuy f v 25 y, w hv x wkg wh fm my f h lg mly. Thy lu, bu lm : P & Gmbl (PST) Gl El Kg Uvy f C (TIAA-CREF, OPERS, STRS ARP) Xv Uvy (TIAA-CREF) Ffh Th Bk Oh Publ Emly (OPERS) Oh Pl & F (Pl F P Fu) Oh Cmy Rm Pl (401(k), P & Pf Shg, 403(b),.) u STRATEGIES W wk lly wh u l u hm gg h fl. Ou x llw u g mlm gy h wll hl yu fl. Ch flw lg ug h HCM Im Sfy N Sym P ll ug u Pfl Plg Imlm P Dbu g wh Pf Shg Tu (PST) lug ulz lv b mh Dmg ubl whwl Fmly gfg g Rgul mg f yu wlh l v h HCM Wlh Pl Mg Sym Sk g wh h HCM Sk O Omz Tx fl vw vlu Ulz h HCM Chbl Gvg Gm Pl u lw b u hbl gvg lg 8
OUR TEAM OF ADVISORS Mhl Hghl CPA/PFS MST Fu CEO Mk h m h 30 y f vm, x fl lg x. Mk hl M Dg Tx fm DPul Uvy Bhl Dg Aug fm Thm M Cllg. Agl DMz CFA, CPA, CFP Wlh Av Agl h v 30 y f fl x. H j HCM 2002, M Dg Em F fm h Uvy f C. Cy Bl Wlh Av Cy j HCM 2000 h v 20 y f x h fl bkg uy. H b Exuv Cf Fl Plg fm Xv Uvy. Sv Hghl Wlh Av Sv j HCM 2014. H b Bhl Dg F Em fm h Uvy f Suh Cl. Sv uug h Cf Fl Pl (CFP ) f, h my l wll b ug h Wlh Avy m. Jk E. Buh CFP Wlh Av Jk bm full-m mmb f h HCM m 2011. H Bhl Dg F fm h Uvy f C. Gg Mf CFP Wlh Av Gg j HCM Ivm Av 2009. H b Bhl f F Dg fm Xv Uvy. Gg h v 12 y f x wkg h vm uy. h hm ADVISORY m Sh Bgm Ivm Rh Tg Jff Ck CFA Wlh Rh D Jym H Wlh A Av Sh j h HCM m 2013. H b Bhl f S Dg Em Oh S. Whl Oh S, h w vly vlv g h f h Dm f Em. Sh uly uu f h CMT CFA g. Jff j Hghl Cl Mgm 2000. H h v 25 y f x h u uy. Jff hl MBA wh F fm h Uvy f C. Jym j HCM 2013. Sh h v y f x h vm uy. Jym Bhl Dg F fm h Uvy f Luvll. 9
YOUR SUCCESS IS u m ARE YOU REACHING A TIME IN YOUR LIFE WHERE YOU WOULD LIKE HELP PLANNING YOUR FINANCIAL FUTURE? 10 Hghl Cl Mgm LLC vg vul lkg f llg lu h wll llw hm fl. W ff fl wlh lg fl mgm v ulzg ug g hlgy, h h lyl kll f u lg vm m. W hv v h fl f u l h fml f v 25 y. W wh yu yu h u v hl yu b mg ll f yu m fl m. A f-ly Rg Ivm Av, u lyl fuy gl lwy lg wh u l b. Ou gl b yu m u v b gy, kwlg lz v. If Fl I m yu, w hul lk.
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