We have a long-standing reputation for investing in growth stocks. Over the years wealthy families, trusts, foundations, and mid-sized institutions have chosen J.M. Hartwell LP to manage their assets. Our clients have benefited from Hartwell’s performance and enjoyed our commitment to personal attention. Our clients have access to every member of the firm to ensure that their investment needs are met and their questions are answered.
We aim to avoid unnecessary trading; the foundation of wealth is built by letting winners grow
We manage both taxable and tax-exempt accounts for individuals and institutions. We currently manage both equity-only and balanced accounts.
Please follow the links for further information on our portfolios: