Hyatt Capital Management

Separate Investment Account Management

 

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Investment Strategy

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F.A.Q.

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Welcome


Westtown Professional Center

1515 West Chester Pike, Suite B-3

West Chester, PA  19382

610-696-6900

800-594-0234


 

Hyatt Capital Management (HCM) is a fee only investment management company formed in 1989 by Gary L. Hyatt.  HCM is registered with the PA Department of Banking and Securities.  HCM manages separate accounts for individuals, retirement plans, trusts and foundations.  Each account is managed according to the unique needs and requirements of the owner.  HCM is not a mutual fund.
An initial meeting is conducted to determine the client’s requirements for income, growth and liquidity.  The client’s risk tolerance, tax situation and any special situations are also analyzed.  This process leads to the strategy that will be employed in managing the assets.  The process is dynamic and the strategy can be altered to match changing circumstances.
HCM assumes limited power of attorney for each account and executes all buy, sell and hold decisions.  The assets are under the custody of Charles Schwab, Inc., or the client’s broker of choice.  Charles Schwab, as custodian, is a member of SIPC (a nonprofit corporation created by Congress to protect the clients of brokerage firms that are forced into bankruptcy; it does not protect investors from investment losses) and in addition insures each account up to $25,000,000.  HCM holds no assets.
The primary function of the management process is to grow the assets using a strategy consistent with the objectives and risk tolerance of the account owner. 

We welcome your inquiry.

 


information@hyattcapital.com

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