Investment Management
Effective wealth accumulation and preservation require thoughtful, disciplined investment management.
Jason Hartgrove goes beyond simply selecting investments; he builds and manages diversified portfolios tailored to your unique financial goals, risk tolerance, and time horizon. With over 15 years of experience and a steadfast commitment to his clients’ best interests, Jason Hartgrove delivers comprehensive investment management designed to achieve lasting financial success.
Discover the difference that expert, personalized investment management can make for your financial future. Contact Jason Hartgrove to discuss your investment goals and develop a strategy built for lasting success.
Why Choose Jason Hartgrove for Investment Management?
- Proven Expertise & Experience:
With over 15 years in the investment industry, Jason Hartgrove brings extensive experience and a strong record of success to your financial management. As a licensed investment adviser and broker registered with Morgan Stanley (CRD#: 149777) and FINRA, he offers deep industry insight and trusted professional guidance. - Personalized & Holistic Approach:
Your investments are carefully integrated into a comprehensive financial plan, taking into account your tax position, retirement goals, estate strategy, and long-term financial objectives. - Diligent Risk Management:
Murray prioritizes understanding and managing risk, ensuring every investment strategy remains resilient through market volatility while staying focused on growth and preservation. - Unwavering Trust & Transparency:
Guided by a fiduciary commitment, Murray acts solely in the best interests of his clients. He values clear communication and transparency, building long-term relationships based on integrity and trust.
The Investment Management Process
Our structured investment management process ensures a consistent and adaptive approach to managing your wealth:
- Discovery & Goal Setting: We begin by deeply understanding your financial situation, life goals, risk tolerance, and time horizon. This crucial first step forms the foundation of your personalized investment strategy.
- Strategic Portfolio Design: Based on our discovery, we design a customized portfolio. This involves strategic asset allocation across different investment vehicles (e.g., stocks, bonds, mutual funds, ETFs) to match your risk profile and optimize for your specific objectives.
- Implementation & Execution: As a licensed investment broker (holding Series 7 and SIE), Pamela Jean Sosa facilitates the efficient and precise execution of your investment plan. We handle all the complexities of buying and selling securities on your behalf.
- Ongoing Monitoring & Rebalancing: Markets are dynamic, and your life changes. We continuously monitor your portfolio’s performance, assess market conditions, and proactively rebalance your holdings to maintain your target asset allocation and ensure your plan remains aligned with your evolving goals.
- Transparent Reporting & Communication: We provide clear, regular performance reports and are always available to discuss your portfolio, market insights, and any questions you may have. Our commitment to transparency ensures you are always informed and confident.
