A complete list of active advisors currently associated with Hart Investment Management Inc.

Warmer can help you find a great advisor at Hart Investment Management Inc. or one who fits your needs even better.

Hart Investment Management Inc. provides ongoing portfolio management services and prepares an Investment Policy Statement for each client to document goals, income, tax considerations and risk tolerance. The firm implements portfolios across mutual funds, equities, bonds, ETFs, REITs, government securities and hedging with options. HIM generally manages accounts on a discretionary basis and uses a mix of charting, fundamental, technical and cyclical analysis to guide investment decisions while documenting client-specific risk tolerances in the IPS. The brochure discloses a long-term trading orientation and the use of margin transactions, which it identifies as carrying material risk. Compared with many peers, HIM explicitly includes organizational clients—trusts, estates and charitable organizations—among its client types and reports $30,399,997 in discretionary assets and $12,300,000 in non-discretionary assets as of January 2026. The firm states it does not accept performance-based fees, does not take custody of client assets, and manages accounts under written discretionary authority.

To learn more about the advisors currently working at Hart Investment Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.