Hendershot Investments

Hendershot Investments, Inc., a woman-owned firm, was founded in 1994 by Ingrid Hendershot, CFA. We provide investment management, financial planning, and a high level of personal service for those with $250,000 or more in investable assets. Our commitment is to build long-term relationships by understanding and serving our clients well. We remain disciplined, rational, and focused on building our clients' wealth despite inevitable market volatility.

Our Services

Our first priority is helping you take care of you and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Many of our clients have a long history of working with Hendershot Investments and appreciate the individual attention they receive. Our "fee-only" compensation removes potential conflicts of interests and aligns our interests with yours. If your account grows, we grow too.

We offer personalized service, integrity, and a disciplined investment approach. Our goal is to both build and preserve our clients' wealth. To that end, we invest in high-quality, well-managed companies at reasonable valuations and hold them for the long term.

Our Team

Our team is led by Ingrid Hendershot, CFA, who founded the company in 1994. Our team is dedicated to providing wise advice and prudent stewardship of the assets entrusted to our care. We fully subscribe to the CFA Institute's Code of Ethics and Standards of Professional Conduct.

Investment Discipline

We are devoted to serving our clients with integrity. For us, our clients' best interests are first and foremost. Committed to diligence and continuous learning, we strive to provide wise advice and prudent stewardship of the assets entrusted to our care.

Our approach involves extensive in-house research to find high-quality companies with consistent, above-average growth and durable competitive advantages. We purchase these HI-quality stocks at reasonable valuations and hold them for the long-term. Investment portfolios are tailor-made to each client's unique circumstances and are managed on a continuous basis.

HI-Quality Company News

As long-time students of the stock market, we have developed valuation models to assess the relative merits of HI-quality companies. We scour annual reports, SEC filings, and news to independently determine company valuations, thereby avoiding the pitfalls of herd-mentality investing. Quarterly earnings conference calls with management keep us abreast of corporate developments and give us insight into the heartbeat of corporate leadership. On a daily basis, we post news from the HI-quality companies held in your portfolio.

Newsletters

Our newsletters, Tidbits and Snippets, keep our clients informed about the latest developments in the market and the companies we invest in. These newsletters showcase our commitment to transparency and our dedication to keeping our clients well-informed.

Contact Us

We are always available to answer any questions you may have about your investments or any other financial concerns. Our goal is to help you achieve your financial goals and we look forward to working with you.