Expanding your asset base is instrumental in achieving life goals and providing financial security for future generations. At Hawthorn, we believe growth of capital is best achieved through an integrated, diversified, valuation-based and tax-aware approach.
Your investment strategy is fully integrated with your comprehensive wealth plan. We consider tax, financial and estate planning issues when making investment and asset placement decisions. This confirms that investment portfolios fully support family objectives and overall wealth strategy.
Using proprietary research, an integrated analytical process and our valuation discipline, we strive to choose appropriate opportunities for you. We apply sophisticated performance attribution tools to analyze the risk/return trade-off for asset classes and individual investments.
Due to multi-generational ownership and complex asset structures, Hawthorn clients may require performance and holding reports to be aggregated or compiled in specific ways, such as by asset type, account type or family member. Our reporting systems provide flexibility, including the ability to report assets not under custody with PNC.
