Investment Philosophy

Our goal is to both build and preserve our clients' wealth. To that end, we invest in high-quality, well-managed companies at reasonable valuations and hold them for the long term.

Our investment advice is tailored to your individual needs with each account managed to meet your investment objectives given your risk tolerance.

We understand that your investment portfolio means a lot more to you than just dollars and cents. It’s about your goals for the future. That is why we manage each portfolio as if it were our own--with the care and attention individual investors have come to expect from us since 1994.

We eat our own cooking and would never buy a stock for a client that we wouldn’t want to own in our personal portfolio. In putting our clients' best interests first, for all portfolio changes, we buy or sell in client accounts first. HI-Quality stock buy and sell decisions are detailed in our quarterly newsletter. Trading for employee accounts is segregated from client trading and is restricted to just four weeks per year. Employee trading occurs only during the five business days following the date of distribution of the quarterly “Hendershot Investments” newsletter.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 703.361.6130 .