"If we command our wealth, we shall be rich and free; if our wealth commands us, we are poor indeed." Edmund Burke

Investing and Preserving Assets

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.

How does Hawthorn’s approach to investment management help me protect and grow my assets?

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.

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