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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. |
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