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.
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“What has made us successful with institutions, such as in-depth planning, investment research, asset allocation and reporting, is really valuable to families. We’re raising the bar in wealth management.”– Carl J. Tippit, CFA