Hartford Financial Management Inc.
Hartford Financial Management, Inc. is a registered investment adviser headquartered in Hartford, Connecticut. Founded in 1989, HFM provides client-focused investment management services as an independent firm offering a bespoke alternative to standard financial services, primarily serving individuals (including high net worth), banking institutions, pension plans, charitable organizations, and businesses. The firm has approximately 10 employees and manages client assets with a personalized approach and attention to individual client needs.
Investment Strategy
Hartford Financial Management emphasizes safety, risk management, and customization in portfolio structuring. Their investment philosophy centers on asset allocation for diversification, mitigating market volatility, and making use of liquid public markets. Portfolios are supervised by experienced professionals, and client assets are kept with independent custodians to ensure safety and transparency. The firm aims to provide asset allocations that address market uncertainty and the particular needs and risk tolerance of each client, using a thoughtful, long-term approach to investment management.
Top Holdings
Equity Positions (345)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JCPB | J P MORGAN EXCHANGE TRADED F | 8.80% | $32.2M | 683,541 | $46.64 | $47.06 | +$3.0M |
J JPSE | J P MORGAN EXCHANGE TRADED F | 3.92% | $14.3M | 315,333 | $34.55 | $45.49 | +$7.4M |
J JMUB | J P MORGAN EXCHANGE TRADED F | 3.73% | $13.6M | 274,522 | $50.46 | $49.64 | -$1.1M |
M MSFT | MICROSOFT CORP | 3.59% | $13.1M | 26,387 | $103.38 | $497.41 | -$6.5M |
V VGT | VANGUARD WORLD FD | 3.52% | $12.9M | 19,435 | $374.82 | $663.28 | +$6.9M |