|
Investment Management & Consulting
At Hawthorn, we specialize in providing investment management services to the ultra-affluent. Our mission is to provide well-informed, objective advice about your finances, and to create a disciplined framework for making financial decisions.
Upon consulting with you, we can develop a formal policy that may fit with your investment goals, identify trust and investment solutions tailored to your needs, and produce comprehensive reports. We value our commitment to you and to your investment management objectives, and we provide our services with this commitment in mind.
Investment Philosophy
Our investment philosophy is based on several guiding principles. We believe in:
- Long-term focus on the preservation of purchasing power
- Risk management through portfolio diversification and the use of alternative investments
- Objective investment management based on proprietary research
- Open architecture delivers objective and optimal investment management solutions
Investment Process
Our advisors initiate each relationship by listening, and strive to understand your objectives for current and future generations. We employ a comprehensive review process to help you identify and articulate your investment objectives and risk tolerance level. Together, we create a customized, integrated Investment Policy Statement (IPS), the foundation from which investment decisions are made. The IPS generates a plan for asset allocation, portfolio constraints, and strategies for creating a portfolio, as well as includes a discussion of each applicable capital market.
Your Hawthorn advisors will implement your plan, beginning with a record-keeping regimen designed to help you identify potential improvements to your original investment plan. Our advisors will meet regularly with you to revisit and refine your IPS. And your advisor can serve as a clearinghouse of ideas for a diverse array of investment opportunities.
Manager Selection
Guided by an open architecture platform, our investment advisors and due diligence team combine their resources and extensive experience to help provide solutions across various asset classes, including but not limited to domestic and international equities, fixed income, and alternative investments such as hedge funds, private equity, and real estate. We use a disciplined approach to identify best-in-class managers as well as capable and stable investment management teams who strive to provide consistent, well-executed, and reputable investment processes.
Monitoring and Reporting
We offer custom reporting to help meet your specific needs and objectives. And we will, of course, work with your other professional advisors upon your request. Hawthorn's investment advisors will meet with you to review and discuss your portfolio and any other matters that are important to you.
| 
