Services
Investment Management
Hendershot Investments provides portfolio management services tailor-made to meet each client's unique needs. Investment parameters are established at the onset of our relationship, in collaboration with you, to establish a clear understanding of your investment goals and risk tolerance. Communication is key to all good relationships, so we're readily available to talk. Our clients receive quarterly reports from us which includes a personal letter and details on your account holdings and performance. For more information, see our brochure.
Newsletter Publication
We publish a quarterly investment-related newsletter called “Hendershot Investments” for clients and subscribers. The newsletter includes detailed information about our HI-quality companies and investment recommendations. Before acting on any recommendation provided, subscribers should contact their investment adviser to discuss the suitability of the recommendation given their unique circumstances. Transactions for clients occur prior to the publication of the newsletter. We charge a $50 annual subscription fee for our newsletter.
Financial Planning
Hendershot Investments offers financial planning services to clients without additional charge. At the end of the planning process, you will receive a report for discussion. If applicable, your report will include actions suggested to help you meet your goals. Financial and retirement plans are updated regularly to reflect changes in your personal or financial circumstances. Non-clients may request the service and will be charged a fee as part of our Advisory Consulting Services. For more information, see our brochure.
Advisory Consulting
Hendershot Investments offers consulting and research services, based on either a negotiated fixed fee or the firm’s non-negotiable hourly rate of $150, where we will provide a professional opinion on a specific financial-related area for you. For more information, see our brochure.