Monness, Crespi, Hardt & Co., Inc. is a boutique equity research and trading firm established in 1964. The firm’s goal is to provide independent equity research for select institutional clients and high-net worth, experienced investors.

Monness, Crespi, Hardt & Co., Inc. acts as agent on every trade. We do not engage in proprietary trading or market making. The firm clears through RBC Clearing & Custody on a fully disclosed basis.  The hallmark is service. The goal is to execute orders in an expeditious, professional and intuitive  manner within the confines of client direction.  Trading operations are structured to execute any and all orders regardless of size and complexity.

Proprietary research is generated by an in-house team of analysts who employ a fundamental approach to identifying undervalued or under-covered special situations regardless of size. 

We do not engage in expert networks or activities. However, we consistently host buy-side idea dinners focused on creating a unique forum for investors to share ideas on sector and company specific topics.  The firm has a rich history with established long-term relationships that allow us to establish buy-side to buy-side introductions, idea generation and networking with investors and thought leaders, often across many industries and sectors.