Our Work

Hartey Wealth Management

An award-winning portfolio management company

“To help retirees and successful business people understand the risks they are taking and to help them realign this with the risk they are willing to take and to protect their downside.”

The ‘Financial Industry’ tells everyone to stay in the market in a downturn, when the professional money has already ‘left the building.’ The conventional wisdom of blindly staying in the market does not take into account your individual time horizon or the fact that the things that have failed are not necessarily the things that will do well moving forward.

Your ‘Personal Time Horizon’ and your exit strategy are more important than stock selection.

We know that clients who move from risk to safety are much happier and confident about their future. Feeling trapped in under performing assets just serves the industry and does not serve you or your peace of mind.

People are at their wealthiest at retirement and so your whole life’s work is at risk. A profit is not a profit until it is taken. Realignment and rebalancing is a vital part of our investment approach.

The categorisation of your attitude to risk is wrong. The ‘Financial Industry’ likes to put you in a box. In reality your attitude to risk will change on a regular basis; dependent on your employment, your earnings, the wider economy and your time horizon.