Hartland is a premier independent investment advisor with assets under advisement of approximately $18 billion. Founded in 1989, the company is owned by employees and board members. The company is independent of any affiliations with broker dealers, investment management firms, banks, or custodians. Hartland works with clients to help ensure that investments are strategically directed to meet their institutional, or individual needs. This involves developing investment policy, an asset allocation plan, selecting investment managers, and reporting on investment performance. The Hartland consulting team provides expertise and leadership to endowments and foundations, healthcare related organizations, public funds, pension and 401(k) plan sponsors and private clients.
Jane Battes, M.Ed. SPHR
Director, Human Resources
1100 Superior Avenue East, Suite 700
Cleveland, Ohio 44114
“Our entire team is committed to excellence in every aspect of our business. Our collective passion and dedication distinguish us from the competition.”– Satricia A. Rice, JD, CFA, CIMA®