Hendershot Investments, Inc., founded in 1994, provides professional investment advisory services. We are devoted to helping you improve your long-term financial success. Our personalized service is designed to grow and conserve your wealth by investing in high-quality, well-managed companies. More than 50 years of cumulative experience has taught our investment team that successful investing requires discipline, patience and the ability to stay rational, especially during periods of market volatility. As fiduciaries, we place our clients’ best interests above our own, acting with care, prudence and diligence on behalf of our clients, regardless of the impact on our firm. Our "fee-only" compensation removes potential conflicts of interests and aligns our interests with yours. If your account grows, we grow too.
Our first priority is helping you take care of you and your family. We want to learn more about your personal situation, identify your dreams and goals and understand your risk tolerance. Many of our clients have a long history of working with Hendershot Investments and appreciate the individual attention they receive.
Form CRS 2023 (ADV Part 3)
Hendershot Investments, Inc., a woman-owned firm, founded in 1994 by Ingrid Hendershot, CFA, provides investment management, financial planning and a high level of personal service for those with $250,000 or more in investable assets. We build long-term relationships by understanding and serving our clients well. We remain disciplined, rational and focused on building our clients' wealth despite inevitable market volatility.
Always do right. This will gratify some people and astonish the rest. —Mark Twain
Through extensive in-house research, we find high-quality companies with consistent, above-average growth and durable competitive advantages. We purchase these HI-quality stocks at reasonable valuations and hold them for the long-term. Investment portfolios are tailor-made to each client's unique circumstances and are managed on a continuous basis.
I don’t want a lot of good investments; I want a few outstanding ones. If the job has been correctly done when a common stock is purchased, the time to sell it is almost never. —Philip Fisher
We are devoted to serving our clients with integrity. For us, our clients' best interests are first and foremost. Committed to diligence and continuous learning, we strive to provide wise advice and prudent stewardship of the assets entrusted to our care. Having earned the Chartered Financial Analyst (CFA) designation, we fully subscribe to the CFA Institute's Code of Ethics and Standards of Professional Conduct.
It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently. —Warren Buffett
As long-time students of the stock market, we have developed valuation models to assess the relative merits of HI-quality companies. We scour annual reports, SEC filings and news to independently determine company valuations, thereby avoiding the pitfalls of herd-mentality investing. Quarterly earnings conference calls with management keep us abreast of corporate developments and give us insight into the heartbeat of corporate leadership. On a daily basis, we post news from the HI-quality companies held in your portfolio.
We found these investment morsels interesting and hope you will, too.
We encourage you to read our brochure and explore our site to learn more about the services we provide. Should you have any questions or would like more information on our firm, please email us or call us at 703.361.6130. We look forward to hearing from you.
The finest compliment we receive is a referral from our friends and clients.