"Our roots as investment managers lie with the creation and management of people’s wealth."
- John M. Hartwell

J.M. Hartwell L.P. was founded in 1961 and is based in New York City. We are solely focused and exclusively dedicated to the creation and preservation of client wealth.

The firm is responsive and flexible in managing client’s assets. The success of the business is dependent on our success in managing our clients’ investment portfolios.

We continue to maintain the organization’s flexibility, minimizing bureaucracy, and providing an environment that lends itself to the effective management of investment information and knowledge - the foundation of effective investment performance, decision-making and client communications.

We are different due to our:

• Long-term Investment Approach
• Client Service Focus
• Seasoned Team
• Tax Efficiency
• Affiliated Managers Group

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