HARTWELL & COMPANY

Overview

Hartwell & Company is an independent registered investment adviser that serves individual, family and select institutional clients with a focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees, signaling flexibility to work with both ongoing wealth-management relationships and project-based planning engagements. Investment activity centers on pooled public investment vehicles rather than concentrated individual-equity bets. The adviser reports limited use of ESG integration and does not present itself as a multi-state adviser or a capital allocator to external private fund managers. Industry relationships include referral or service ties with accounting and insurance firms, suggesting client work often integrates tax and risk-transfer conversations into portfolio construction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices