Our Pick - Hart Investment Group of Wells Fargo Advisors

According to Robert P. Hart, managing director and investment officer for Hart Investment Group of Wells Fargo Advisors, investors should expect volatility to remain the new normal. But the firm continues to work with clients in monitoring interest rates, which he anticipates will increase at the end of this year.

The clients of Hart and his associate, Tom Tonkovich, are wealthy investors — individuals and corporations with assets in excess of $1.5 million to $20 million — who benefit from Hart Investment Group’s  complete financial and estate investment planning services, including research analysts and economic and market experts. “You should be prepared to hold your investments — the proper investments due to proper allocation — and you should have some sort of exit strategy, and that’s what we provide for each of our clients,” he says.

Hart has been in the business for 23 years, and Tonkovich has been with him for the past eight. The key to their success, Hart says, is that they’re proactive. And that’s a relationship high-net-worth investors — and folks working their way up to that level — need to know is working for them. “You have to speak with your advisor regularly to review your assets and your plan at least twice a year, if not quarterly, and make sure that you and your advisors are on top of where you are,” he says.

Hart and his team work with clients to ensure that their bond funds are positioned correctly when rates begin to increase. He predicts continued volatility in the stock market through the summer months and into the New Year. “It’s not like it was 20 years ago when you could buy a mutual fund or a stock and just sit on it. As an advisor, if we’re not proactive for our clients, they could be in trouble,” he says. “That’s why we always take an individual approach with each client, and we know that we always have to be proactive.”

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01 Sep 2015