Hart Investment Management Inc.

Overview

Hart Investment Management Inc. is a small, fee-based advisory firm that focuses on discretionary portfolio management for individuals, small businesses and institutional clients. The firm’s stated asset preference is equities, and its filing indicates a tilt toward non‑exchange traded equity positions rather than broad passive index exposure. Investment activity appears centered on active portfolio management delivered through managed accounts, with client relationships treated on an individual basis rather than as pooled fund vehicles. The firm charges a percentage of assets under management and operates with both discretionary and non‑discretionary mandates. Its business model and account mix suggest hands‑on portfolio construction for clients who want tailored equity exposure and selective use of third‑party mutual funds and alternative commodity positions to complement core holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices