Hartland’s Investment Process

Our rigorous institutional investment process is at the center of our service to clients. We follow a disciplined process that has been honed over 25 years that emphasizes development of investment policy, sophisticated asset allocation, relentless investment research and timely and useful reporting.

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The strength of our process assures our clients that our best thinking is being applied directly to their circumstances.

Contact Hartland Institutional and Private Wealth Advisors

For more information on Hartland’s institutional and wealth advisory services, click here.


“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®