Home | HLM Capital Management Group | Highland Park, IL

The Forbes Best-In-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

At Hefter, Leshem, Margolis (HLM) Capital Management Group of Wells Fargo Advisors Financial Network, we help affluent individuals and families preserve and grow their wealth prudently.

The HLM team provides extensive financial knowledge and experience, the ability to help take advantage of any investment opportunities with a tactical investment approach driven by our global economic analysis, and the highest-quality support team to help our clients achieve their financial goals.

Our approach emphasizes creating a uniquely personalized investment portfolio custom-tailored to your investment, tax, and legacy objectives.

Our Leadership

Steve Hefter

Partner

Ben Leshem

Partner

Charlie Margolis

Partner - Managing Principal

Micah Nathan

Partner

HLM Capital Team

HLM Capital Team

Meet Our Full Team

Investment philosophy

At HLM, our top priority is preserving and growing your wealth while containing risk. We build your investment portfolio from scratch, customized to your risk tolerance, income requirements, performance goals, and cash requirements. Our approach combines a risk-managed asset allocation with the ability to invest anywhere in the world, anytime we see opportunity.

Giving back to our community

Our clients give back generously to the community—and so do we. Find out more about how HLM team members choose to donate their time and resources.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MI, NC, NJ, NM, NV, NY, OH, SC, TN, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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