Client wealth management – that’s our focus
20 years of generating financial security for clients – that’s our purpose
Personalized approach to client needs – that’s who we are
At Hart Capital Management, our dedicated team of talented and knowledgeable investment professionals brings decades of industry experience into managing and growing your assets. The combination of expertise and client focus makes Hart Capital Management incredibly unique. We work as a team for you.
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Our analysts are responsible for finding needles in the haystack. They sift through thousands of publicly traded companies looking for undervalued equity opportunities or income generating assets. Closely monitoring the macro-economic trends, our analysts perform comprehensive due diligence on specific companies and sectors, tracking a series of financial and business metrics before a position is added to or sold from your portfolio.
Relationship Managers are our point persons to you. They answer your investment questions, service you and your account needs and coordinate our value-added services. While each Relationship Manager is assigned to specific clients, they are also responsible for servicing all our clients. This unique team approach ensures that your needs are always addressed in a timely manner. Several of our Relationship Managers are also Certified Financial Planners and provide a critical benefit in assessing your financial needs and defining how to manage your assets accordingly.
Our Operations are the glue that allows Hart Capital Management to offer you the high level of service that we are known for. They execute the buying and selling of assets, ensure that your account is accurately and properly managed and ensure that our office is optimized to service your needs. They assume the day-to-day operations, so our Relationship Managers and Analysts remain focused on your priorities. Business Development engages with the community at-large, ready to share the benefits of Hart Capital Management with you.
Hart Capital Management thrives on commitment to our clients, team work and professionalism. If you share these principles and have a passion for wealth management, let's talk.
Our focus is on investments, the investment process and, ultimately investment returns. We work diligently to build you a portfolio with stocks, bonds, mutual funds, and exchange traded funds that have undergone our proprietary approach to research and analysis. We focus on ensuring that your assets have measurable growth with manageable risk. That’s our focus.
We have a deep passion to give you the utmost attention and service and are responsive and thoughtful to your needs. We are respectful of your unique situation and strive to form long-term relationships with you around your inherent attitudes toward money, finance and the investment process. That’s who we are.
Trust is earned by consistently delivering on your expectations for financial success and service. We strive to constantly understand your ever-changing needs and are vigilant to deliver proactive advice and counsel to fulfill those needs. That’s our goal.
We have fused together knowledge, passion, trust, commitment and collaboration into a common belief system to offer you exceptional experience.
Hart Capital Management was born and raised in the Inland Northwest. Our deep roots in the region power our commitment to improve the lifestyle and increase the opportunities for our community's citizens, while enriching our natural and civic resources.
