Resources

The Performance Illusion

In our experience, average annual returns can hide the risk of increased probability of loss in down market cycles. The Performance Illusion video illustrates why returns aren't everything.

Financial planning for our unique lives has become complex

We believe investors have been on the market rollercoaster for too long. We use Cy, an advanced portfolio optimization tool, to help our clients find the path of success.

Unleash the Power of Cy

Cy's revolutionary process is focused on your personal investing success.

Elite Managers

Cy has the ability to screen 30,000+ U.S. domestic mutual funds, ETFs, and SMAs to find the highest ranked mangers for risk-adjusted returns.

It's Personal

Cy quickly helps your advisor develop individual benchmarks for required rate of return and loss tolerance.

Outcome Driven

Cy runs thousands of portfolio simulations to blend managers together to help achieve your goals.

The Hartshorne Group Client Portal

Our clients have a suite of secure, web-based wealth planning tools that include an aggregated, comprehensive view of their overall financial portfolio. The Client Portal also allows you to track and monitor your financial plan so we can collaborate and help make informed investment and lifestyle decisions.

Account aggregation

A holistic review of all your financial accounts

24-hour access

Safely and securely access your financial information from any device

Document vault

Secure storage of important documents and information

Real-time alerts

Alerts to notify us of important changes in your accounts

The Hartshorne Group