ABOUT
Who We Are
General Partner, Inc. is a truly independent and unconflicted investment firm designed to create custom, fee efficient, durable whole-portfolio solutions geared specifically for each client’s unique needs.
As a registered investment advisor, we take our fiduciary responsibility to our clients very seriously. Drawing on two decades of successfully working with affluent families, endowments, foundations and pensions, we partner with select clients to help them navigate the complexities of today’s financial markets.
We are a dedicated partner and advocate, providing a high level of personalized service.
How We’re Different
We offer a clean alternative to the high fee, highly conflicted and murky world of the large investment management firms.
By eliminating these impediments to investment success, we are completely open about our practices and are in a position to do what is right for our partners. Integrity is paramount in everything we do.
Our ApproachHow We Invest
We design portfolios that avoid overly aggressive, trendy or flashy (and oftentimes expensive) strategies in favor of portfolios that stick to the fundamentals that drive investment returns.
This approach eliminates much of the friction that erodes value over time. Practical investment planning allows our clients to create long-term sustainability and growth.
Our Services
Timothy P. Hegarty
President
Tim started the firm with the sole purpose of offering fee efficient, durable, whole-portfolio solutions designed specifically for its clients’ unique circumstances and goals.
Prior to starting the firm, Tim was a Senior Director of Portfolio Management for BNY Mellon Wealth Management. In his 20 years with BNY Mellon and his 25 years of investment experience, Tim has provided a breadth of investment management services to a wide range of clients including multi-generational families, family offices, endowments, foundations and pensions. Tim’s focus has always centered around developing and implementing custom investment portfolios aimed at meeting specific investment and wealth management objectives. Tim’s investment experience is immersed in fundamental research analysis that has spanned all major asset classes in both the public and the private investment markets.
Tim completed his MBA at Carnegie Mellon University with a concentration in finance and strategy, earned a BS in Accounting at the State University of New York at Geneseo and is a Certified Public Accountant. He lives in Pittsburgh, PA with his wife and daughter.
