CAPITAL MANAGEMENT
Today’s rapidly changing financial marketplace provides an incredible array of choices about ways to invest your money. It is no easy task to construct an investment portfolio that will give you the right mix of income, growth, and security.
Schwartz & Hofflich Capital Management, L.P., an SEC-registered investment advisor, provides active, continuous management of your investment holdings by monitoring and updating your portfolio as your needs change and market conditions dictate. We are not stockbrokers.
Our extensive research network, including national brokerage firms such as UBS, Morgan Stanley and Smith Barney, provides us with comprehensive and up-to-the-minute information about the markets and the economy.
Each portfolio is individually managed to reflect that client’s specific goals and circumstances. As affiliates of Schwartz & Hofflich LLP, CPAs, we also have access to the tax, financial planning, and estate planning information clients require.
Remember — your objectives are our objectives. Our goal is to make your investments successful, because by doing so, we are successful as well.
Schwartz & Hofflich Capital Management LP adheres to SEC Rules and Regulations. To view current SEC Disclosures regulations, click here.
Patrick W. Fremont
Director Investment Management
Patrick has been providing personal investment advice to clients since joining Schwartz & Hofflich Capital Management in 1995. He has over 25 years of experience, having worked in securities analysis, investment research, and portfolio management at First American Bank, Citytrust Bancorp, and United States Trust Company.
For seven years, he was part of the senior management team of Pinnacle Associates, Ltd. supporting the firm’s $650 million portfolio management and investment research effort. Before joining Schwartz & Hofflich, Patrick had his own firm, Fremont Asset Management, for 2 years.
Contact Information
203-847-4068, Ext. 102
Certifications
Series 65
Education
- Bachelor of Science in Business
Administration, Georgetown University
- Master of Business Administration,
George Washington University
