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Our Investment Philosophy

‘MONEY IS LIKE A SIXTH SENSE WITHOUT WHICH YOU CANNOT MAKE A COMPLETE USE OF THE OTHER FIVE’ W. SOMERSET MAUGHAM

Our investment philosophy is simple. At Hartsfield, our aim is to investigate and advise on investments that are best suited to you.

We have a completely bespoke approach. We treat all our clients individually – whatever their level of wealth, attitude to risk, or the type of investment that interests them. Our aim is to add value to the process of finding suitable investments.

All our expertise is in-house and based on decades of experience. We pride ourselves on a personal service, always building up a close relationship with our clients.

Investment philosophy – an approach which blends art and science.

Art and science aren’t words normally associated with financial management, but when it comes to the perfect investment portfolio, we use a combination of both.

Investing as art

Just like layering paints on a canvas, creating a blend of asset classes can either produce a disaster or a masterpiece. Get it right, and such blended portfolios are more compelling than any of their components.

Investing as a science

Our philosophy is one that combines modern portfolio management techniques with insights from ‘behavioural finance’ and psychology. A scientific approach to our research ensures that our investment process is consistent and reliable, with decisions taken based on evidence.

If you would like some expert, bespoke advice on investment management, the team here at Hartsfield can help. Please get in touch.

 

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Taxation of Investments

THE TAXATION OF INVESTMENTS GUIDE

To DOWNLOAD this FREE guide which sets out the basics of the taxation of investments, please click the button below:

 

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To DOWNLOAD this FREE guide which sets out the basics of investment planning and asset allocation, please click the button below:

 

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