Hartshorn & Co., Inc. is a State Registered Investment Advisor and a fee-only investment management firm based in Vista, California. The boutique firm was founded to provide investors with private wealth management services and the highest level of client service. We set out to offer investors an alternative to the volatile buy and hold investment philosophy with one that is more effective during both bull and bear markets. Our mission is to help our clients achieve their financial dreams by using sound investment strategies and to protect those dreams by using strict money management rules.

Many brokerage firms, mutual funds, financial planners and insurance agents are more interested in selling products and generating commissions for themselves rather than focusing on the well being of their clients. In 2003 ten of the largest Wall Street firms were fined 1.4 billion dollars for biased and misleading research and some of the best known mutual funds were charged with late trading market timing fraud. Unlike these firms we believe and practice the “golden rule”. We treat others as we would want to be treated. This is why we prefer the unbiased fee-only compensation structure and why we manage clients’ money with the same investment principles that we use when managing our own money.

Bruce Hartshorn, AAMS is a private portfolio manager and the President of Hartshorn & Co., Inc. Bruce started the firm after nearly 14 years in the financial services industry. Most recently Bruce spent 3 years at AG Edwards & Sons., Inc after spending 10 years at Charles Schwab & Co. as a Vice-President, Branch Manager and Senior Investment Specialist. Bruce has been quoted in local and national media.