Investing well is not easy and becomes ever more challenging as the pool of assets becomes more substantial. We understand that investing and preserving assets is essential to your family’s continued financial well-being and the well-being of future generations.
Our investment management and consulting services are comprehensive, objective and fully integrated to support your overall wealth strategy. Your investment advisor oversees your entire portfolio, using proprietary research, an integrated analytical process and Hawthorn’s valuation discipline. We focus on the long term rather than making frequent short-term trades and our investment process is tailored to your unique goals. We consider your risk tolerance, return objectives, liquidity needs, current portfolio allocation, tax implications, time horizon and other individual circumstances. Our total balance sheet approach means that every investment decision is made in the context of your overall tax, financial and estate planning strategies. In this way, your investments fully support your family objectives.
Families of significant wealth have highly complex planning needs and very personal definitions of success. They often measure investment success by more than just monetary gains and may also want their investments to promote their values. With our integrated wealth management approach, Hawthorn can help families align their investment goals with their values through Responsible Investing strategies. Our team works closely with you from the discovery process through implementation to construct an investment portfolio to help you achieve your goals while respecting the principles you hold dear.