J.M. Hartwell’s investment management services encompass products investing in growth companies of all capitalization ranges. Client assets are managed in the following discrete approaches and on a customized basis including high income and long/short strategies. Please note that not all these investment approaches may be available at all times for new investors due to capacity or other constraints.

• Growth Equity
• Concentrated Growth
• ConservativeGrowth
• Dynamic Growth- SMID
• Customized

J.M. Hartwell SMA offers the following distinct investment strategies through selected brokerage firm’s SMA/UMA or Wrap platforms.

• Small Cap Growth
• Large Cap Growth
• All Cap Growth