Hartley Advisors Corp.

Hartley Advisors Corporation provides discretionary portfolio management and periodic portfolio monitoring to individuals, high‑net‑worth clients, companies, trusts, estates, and employer‑sponsored retirement plans. Services include individualized investment management, retirement plan fiduciary consulting and participant education, and non‑continuous portfolio reviews.

The firm’s investment process combines a top‑down economic perspective with bottom‑up fundamental and technical analysis to build diversified portfolios across equities, fixed income, ETFs, closed‑end funds and commodity exposures. Hartley Advisors also employs selective option strategies—including covered calls and covered puts—to generate income or hedge risk and conducts formal account reviews at least quarterly while providing continuous supervision.

Noteworthy for a two‑advisor firm managing roughly $107.2 million across about 118 client relationships, Hartley Advisors pairs a small‑firm client focus with services typically associated with institutional plan advisers, such as ERISA fiduciary consultations and plan committee support. The firm maintains a written Code of Ethics, prohibits employee trading ahead of client transactions, and discloses that its personnel invest personal assets in many of the same securities recommended to clients.