HMS Capital Management, LLC

Overview

HMS Capital Management, LLC is a private investment firm based in Nashville, Tennessee, specializing in managing portfolios for high-net-worth individuals and institutions. The firm offers a range of financial services, including wealth management, financial planning, and investment strategies, with a focus on preserving and growing clients' wealth through personalized attention and tailored solutions. Their mission is to improve the financial well-being of their clients and community by providing strategies that help clients realize their ambitions and achieve their desired financial destinations. The firm's investment approach emphasizes a philosophy of 'Wealth Without Worry,' aiming to replace clients' concerns with confidence in their financial future. This is achieved through expertise and genuine belief in honest, transparent communication. The team comprises experienced professionals, including Chief Investment Officer Angela M. Robinson, CFA, CMT, who has over 22 years of investment experience, and President Dana M. Brisendine, CFA, with over 25 years in the investment industry. HMS Capital Management is an employee-owned company, ensuring that each team member has a vested interest in every client relationship. The firm is committed to providing transparency to its investors by utilizing industry-recognized third-party service providers. With over 20 years of experience, the team focuses on building portfolio strategies that allow clients to be invested with confidence, regardless of market conditions. Their dedication to client success is evident in their personalized approach and long-term wealth management strategies.