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.
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For more information on Hartland’s institutional and wealth advisory services, click here.
“One of the reasons I joined Hartland was the opportunity to become an owner of the firm. I could sense the entrepreneurial spirit, collaborations, and most importantly the strong bond that employee ownership creates between our partners and clients.”- Brian K. Hrabak, CFA