Hart Capital Management's time-tested, value-oriented investment philosophy has endured through multiple market cycles. Our research is proprietary, custom-performed by our talented research team, who are committed to your financial success. This independent research and decision making model offers maximum flexibility in today’s rapidly changing investment environment.
The essence of our approach is captured below. This will give you some valuable insight into what you can expect from Hart Capital Management.
Our focus is on investments, the investment process and, ultimately, investment returns. This is our deepest philosophy at Hart Capital Management. We work diligently to build the very best portfolios with the best stocks, the best bonds, the best mutual funds, and the best exchange traded funds (ETF). We are focused on ensuring that your assets have measurable growth with manageable risk. Every single day, that’s our focus - managing our clients’ portfolios.
We have instilled a deep passion for service and respect at Hart Capital Management. We are responsive. Our clients need something, we’re on it. We get to it, now. We are also respectful of our clients. We are respectful of where they come from in life, and their inherent attitudes towards money, finance and the investment process. Our clients are the boss, and we are dedicated to their quest to build an enduring legacy of their wealth.
Trust is not earned by a handshake, or by one job well done. It is earned by consistently delivering, through the course of time, on our clients’ expectations for financial success. It requires a constant vigilance to understand our clients’ ever changing needs and a constant vigilance by us to deliver proactive advice and counsel to fulfill those needs. Hart’s mission - to earn trust.
At Hart Capital Management, we have an immensely experienced team, with unique depth and breadth of knowledge. Together, armed with this knowledge, we possess a rare combination of conviction and compassion. Hart’s mission – to share our experience.
Like an elegant complex gene sequence, Hart Capital Management has fused together, knowledge, experience, passion, trust, collaboration, and a common belief system that has produced an exceptional client experience. It is a “formula” that is unique in finance today. The formula is not secret, but it is difficult to replicate. It is efficient, effective, teamwork with genuine effort, and demonstrable results.
We have a united team of professionals that share one common goal. We believe in delivering on the goals and objectives of our clients. Our clients are our number one priority. Clients win, We win.