A complete list of active advisors currently associated with Hartley Advisors Corp.

Warmer can help you find a great advisor at Hartley Advisors Corp. or one who fits your needs even better.

Hartley Advisors Corporation is a fee-only, SEC-registered boutique adviser that serves individuals (including high-net-worth clients), families, trusts, and employer-sponsored retirement plans. The firm offers discretionary investment management and optional portfolio monitoring/review services, and provides ERISA-plan consulting and participant education for retirement plans. The firm combines a top-down economic perspective with bottom-up fundamental and technical analysis to construct diversified portfolios across dividend, value and growth equities, ETFs, closed-end funds, fixed income, and commodity-related funds. Portfolios are managed under client-specific written guidelines with continuous supervision, periodic (at least quarterly) reviews, and selective use of covered call and put strategies for income generation and hedging. Hartley is a small, family-owned firm with a compact advisory team that manages accounts on a discretionary basis while retaining the ability to accept smaller accounts at its discretion. Noteworthy operational features disclosed in the brochure include acting as an ERISA fiduciary for plan sponsors, investing firm capital alongside client recommendations, and calculating advisory fees on gross account value that includes margin-financed securities, a practice the firm identifies as creating a potential incentive related to margin use.

To learn more about the advisors currently working at Hartley Advisors Corp., 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.