For many years we have assisted clients in making their decisions on investing capital made liquid through the sale of their businesses. From asset allocation to picking the best of class to manage assets, we can guide your decisions. While it is a wonderful problem to have, managing new wealth is a very complex challenge. Whether you are exploring investments in alternative assets, multinational portfolios, current yield, or just plain not placing undue risk into your portfolio, the choices, complexity and consequences can truly be mind numbing.

Should you choose to have us manage your investments directly, or have us develop and implement an investment program with our outside advisors, our goals and principles remain the same. Simply stated, they are:

• REALISTIC AND CONSISTENT INVESTMENT GOALS AND OBJECTIVES . Our objective is to seek above average returns based on portfolio principles consistent with preservation of capital and to achieve these returns on a consistent year to year basis.

• MEASURE ABSOLUTES. We look to measure your portfolio’s performance in absolute terms. Using relative measures and indexed based comparisons may be intellectually interesting but only absolute performance can be enjoyed or left to your heirs.

We welcome an opportunity to meet with you to discuss and assess your needs, goals and overall family objectives. To learn more about our approach, and our people, please contact:

Florence J. Mauchant, CFA
President
HT Asset Management, LLC
212.759.9080
Fmauchant@htcapital.com