Hartland’s investment reporting is sophisticated, but also simple, and effective.
Our reports provide an in-depth look at asset allocation, investment performance, and compliance with investment policy, and various regulations that may be affecting the portfolio. The reports also contain synopses of investments held in the portfolio.
We meet quarterly with clients. At these meetings, we often prepare a special report on topics of interest to the client. These reports may include analysis of a particular segment of the portfolio or educational topics. In addition, Hartland publishes a monthly newsletter, Standpoint, and sponsors a bi-annual client conference at which leading figures in finance speak.
Contact Hartland Institutional and Wealth Advisors
For more information on reporting from Hartland, click here.
“Many firms claim to deliver comprehensive wealth management. Only a few have created the organization to do so. Hartland is one of those firms.”– Bradley E. Turner