WHO
WE ARE
We started the company to help individuals
who can invest a minimum of $100,000 in the strategies used
by endowments and institutional investors. These strategies
allow the investor to reach market-like returns with a fraction
of the volatility. Less volatility equals higher returns
over time
We couple our endowment-style investing
with a strategic planning approach to help our clients reach
their short and long term goals. We focus on monitoring
our performance versus our clients' goals. Each client
meets with our team quarterly to assess our performance, changes
in the client's life and opportunities that may be ahead. This
approach helps all parties to stay focused on what is important
instead of the urgent.
Our investment style and our personal attention
to each client is what sets Hart Wealth Management apart from
other investment firms. We are a fee based company. If
our clients' portfolios grow, they are please and so are
we. We are both trying to accomplish the same objective. This
allows us to form a partnership with our clients which lasts
for years.
Lastly, we are part of IPI
Wealth Management, Inc. out of Decatur, IL. IPI
is our RIA and Broker/Dealer for all security transactions. They
handle all compliance related questions and pre-approve investments
before we offer them to our clients. This allows our
firm to focus on what we do best, care for individual clients
and help them invest their portfolios.
Hart Wealth Management is a unique
investment firm which truly understands Harry Markowitz's
efficient frontier model. We understand that by combining
assets with little co-relation to each you reduce risk and
may increase return. This approach has served our clients
well in good markets as well as down times. Take a look for
yourself and let us provide a no cost investment review of
your current investment portfolios.
God bless.
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