Investment Products

For over five decades we have had a solid reputation for investing in growth stocks.  Over the years individuals, trusts, foundations, and mid-sized institutions have chosen Hartwell to manage their assets.

Our clients have benefited from our affiliation and close working relationship with AMG. AMG provides us up-to-date regulatory and compliance support and has played a critical role in assisting us to implement and to maintain processes that support our strong commitment to client privacy, confidentiality and security.

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: