General Info

Established in 1961, J.M. Hartwell provides wealth management services to individual clients, trusts, foundations and mid-size institutions. The company offers a wide range of investment products, such as small cap growth, mid- and large-cap growth, balanced, high-yield balanced and customized portfolio management products. It specializes in investing in growth stocks. It offers a variety of services that include portfolio and risk management, equity research and financial advisory services. The company s Web site offers product features and details about the members of the portfolio management team. J.M. Hartwell is located in New York City.