Hillman Capital Management Account Types

　　Hillman Capital Management (HCM) offers various account types tailored to different investor needs. The main categories include:

• Institutional Accounts:
• Minimum Investment: $2 million
• Target Clients: Corporations, endowments, foundations, retirement plans, and public pension plans.
• Investment Philosophy: Invests in strong companies believed to be undervalued.
• Broker/Registered Rep Accounts:
• Minimum Investment: $2 million for transaction-based fee accounts; lower minimums available for wrap fee accounts.
• Collaboration: HCM works closely with brokers who retain custody of the funds.
• Registered Advisors:
• Minimum Investment: $2 million for transaction-based accounts managed by advisers; lower minimums for wrap fee accounts.
• Focus: Building solid relationships with registered advisers.
• Individual Accounts:
• Minimum Investment: $2 million for qualified investors.
• Investment Strategy: Similar philosophy of investing in strong companies when stocks are undervalued.

　　For further details, prospective clients can contact HCM's client services at (240) 744-4500 or email clientservices@hillmancapital.com.

　　

Hillman Capital Management Broker Account Opening Process

　　Opening an account with Hillman Capital Management involves the following steps:

• Contact Client Services:
• Reach out to HCM via phone or email to express interest in opening an account.
• Provide Required Information:
• Interested clients will need to provide personal and financial information, including identification and proof of residency.
• Investment Minimum:
• Ensure that you meet the minimum investment requirement of $2 million for individual and institutional accounts.
• Account Setup:
• Upon verification of information, HCM will provide instructions for funding the account.
• Fund Your Account:
• Complete the funding process to activate your account, allowing you to start investing.
• Start Investing:
• After the account is funded, clients can begin executing trades based on HCMs investment philosophy.

　　For specific inquiries or assistance, clients can again reach out to HCM's client services.