Hotaling Investment Management Proudly Sponsors the 12th Annual Plein Air Festival, Wayne Art Center

En plein air is a French expression meaning “in the open air”, and refers to the act of painting outdoors with the artist’s subject in full view. Plein air artists capture the spirit and essence of a landscape or subject by incorporating natural light, color and movement into their works.

The high point of plein air art came with the emergence of Impressionism in the mid-to-late nineteenth century. Artists of that period who painted outdoor landscapes included Monet, Renoir, Pissarro, Cezanne and Van Gogh. Interest in outdoor painting has remained constant since the twentieth century. Today’s artists carry on the traditions of these past masters by capturing light and movement in landscapes that can only come from seeing the subject outdoors in its natural form.

The last twenty years have seen a resurgence of interest in plein air painting in the United States. During this time, groups of plein air painters began gathering together to paint at single locations or within certain geographic boundaries. These “Paint Outs” are now very popular and give artists a chance to share their talents and creativity with the public and with one another.

Wayne Art Center

Hotaling’s Wealth for Women Host Opening Reception for ARTsisters

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 Please join Hotaling’s Wealth for Women
for the opening reception of
Sunday, September 10, 3 – 5pm
ARTsisters is a collective energy generated and motivated by professional women artists.   Experience this collaboration of creativity and inspiration from 25 Philadelphia area artists with us. 
Wine and light hors d’oeuvres will be served at the reception in the Ethel Gallery of the Wayne Art Center, 413 Maplewood Ave., Wayne, PA.

R.s.v.p. Valerie-Clark Roden (610)688-0697 or


Learn more about our Wealth for Women program:

Hotaling Hosts October Seminar, “Understanding and Optimizing Your Equity and Fixed Income Investments”

Understanding and Optimizing Your Equity and Fixed Income Investments

Tuesday, October 6, 2015, 6 – 7:30pm

Radnor Memorial Library, Winsor Room


  • Worried you will outlive your assets?
  • Looking for ways to grow your investments?
  • Seeking income from your investments as you prepare for retirement?

Simply looking over your monthly statement of assets doesn’t necessarily tell you if your investments are properly balanced to give you the growth or income you need to accumulate wealth or if you are prepared to retire and live off the income.

Join Hotaling Investment Management’s expert portfolio managers for an unprecedented opportunity to learn how to research and evaluate stocks and bonds and how they can be used together in your portfolio of investments to give you optimal return.

Bruce T Hotaling, CFA and Managing Partner: As a Chartered Financial Analyst, Bruce holds one of the highest professional credentials achievable in the financial services industry. With over 25 years of experience, he is highly skilled at designing and managing distinct equity and fixed-income investment portfolios using traditional and quantitative research and analysis. Hotaling invests for individuals, families and charitable organizations addressing each investor’s unique values, sensitivity to risk and expected near and long term returns.

Jean M Rosenbaum, CFA: Jean brings more than a decade of analyst expertise to her role as a portfolio manager at Hotaling Investment Management and over 20 years in the financial services industry. She has managed several multi-billion dollar portfolios that have been recognized by Morningstar and Lipper.  Her success is anchored in securities research analysis. Jean’s keen intuition and analytics allowed her to successfully forecast and navigate the financial crisis.

Patricia A Markell, Investment Advisor: With more than a decade managing portfolios for high net worth clients and extensive background in research and analysis, Trish delivers the highest degree of personal touch to Hotaling’s range of portfolio management services. Her knowledge and application of global investment performance standards and exceptional talent in monitoring and tracking performance for individual clients reinforces Hotaling’s advisory capabilities.

Space is limited – Contact Valerie-Clark Roden to reserve your seat

(610)688-0697 or VCRoden@HotalingLLC.com


Alzheimer’s – Resources and Planning for Families, Caretakers and Loved Ones

Alz Photos Mar 10 2015FREE SEMINAR

Radnor Memorial Library, the Winsor Room

March 10, 2015, 6pm

Alzheimer’s – Resources and Planning for Families, Caretakers and Loved Ones

Alzheimer’s disease is the most expensive condition in the nation. In 2014, the direct costs to American society of caring for those with Alzheimer’s will total an estimated $214 billion, including $150 billion in costs to Medicare and Medicaid. Join Hotaling Investment Management and the Alzheimer’s Association on March 10th, 2015, 6pm at the Radnor Memorial Library to learn more about caring for Alzheimer’s patients and the valuable planning tools and resources available for you and your family.

Claire Day, Senior Vice President, Alzheimer’s Association Delaware Valley Chapter – Claire oversees all critical operations and service delivery throughout the Chapter’s 18 county territory. She and her highly trained staff of 22 coordinate and deliver community social services in the form of education, support, advocacy and care management to people with dementia and their families, as well as to professional caregivers.    She has appeared on numerous television and radio programs and has authored two forwards for Alzheimer books: Life Lessons from a Baker’s Dozen, and Lucy’s Tears.  Today, she co-hosts a monthly internet radio program on dementia caregiving.

Eileen J. Paul, CERTIFIED FINANCIAL PLANNER™ –  Eileen has more than 25 years of experience in the financial services industry. She guides clients in all areas of financial planning including retirement planning, cash flow management, investment analysis, minimizing taxation, insuring wealth protection, optimizing charitable gift giving, and defining estate planning. 

SPACE IS LIMITED – RESERVE YOUR SEAT TODAY!   Call Valerie-Clark Roden at 610-688-0697