INVESTMENT MANAGEMENT

Hart Capital Management is a locally-owned, independent, fee-only registered investment advisor (RIA).  We are a wealth management firm, focused on asset management and financial planning as a 100% fiduciary.  We do not receive any commissions or compensation for trades making our number one goal to assist you in growing your wealth.   

As a Hart Capital client, you will receive a dedicated team determined to help you meet your lifestyle goals and long-term objectives for your portfolio. Corporate clients and individual investors can also expect:

  • Quarterly and annual summaries of account performance and activity, as well as realized gain and loss reports for tax purposes
  • Regular communication with experienced and knowledgeable professionals including annual portfolio review, assessment of risk tolerance and financial need
  • A dedicated service team made up of a personal relationship manager, planning specialist, client operations and chief investment officer
  • Unbiased financial advice
  • Quarterly webcasts prepared exclusively for Hart Capital clients with timely market and portfolio commentary
  • Financial and retirement planning, as needed

 

If you are an investor with investable assets of $250,000 or more, contact Hart Capital Management today to find out if the unique aspects of Hart Capital Management's investment philosophy, strategy, and services are right for you.

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