Investment Management - Hartstone Business and Financial Services

Working Together

Through one-on-one conversations, our advisors will get to know you and develop a financial profile that reflects your financial situation, goals and objectives, and risk tolerance. With your input and feedback, a portfolio will be constructed and managed to advance you towards your long and short term goals.

Brokerage and Advisory Investment Account Management

HBFSco is an affiliate of Avantax Wealth Management, a premiere broker-dealer with a tax-smart, holistic approach to financial planning and wealth management. Avantax’s fee-based advisory platform Investment Management Solutions (IMS) provides you access to a comprehensive array of advisory programs that are tailored to your investment objectives. With thousands of mutual funds, exchange-traded funds, and professional money managers available, the IMS platform allows you the flexibility and resources to establish a thoughtfully-constructed, diversified portfolio.

Through IMS

You and your advisor can create your own customized portfolio.
You have the flexibility to choose between passive, managed, or blended strategies.
You have the ability to hold mutual funds, exchange-traded funds, and individual securities based on the platform you select.
You pay a quarterly investment fee based on your account value.
You and your advisor can focus on objective fund choices with transparent fees.

For more information about our firm and the services we offer, send us an email or call the office.

alanhartstone@hbfsco.com | 978-302-0768