Hartland serves more than 20 healthcare institutions in the Midwest and Mid-Atlantic regions of the United States and almost $3 billion of healthcare assets. Our strength is with organizations whose financial professionals and trustees must juggle complex issues and need proficient help overseeing various pools of investable assets.
Our consultants have solid understanding of healthcare institution finances. We find this essential as integrating a healthcare organization’s balance sheet assets, endowment and retirement funds with financial statement considerations is paramount. Designing and implementing flexible and appropriate asset allocation plans is a special skill of our consultants.
Contact Hartland about Healthcare Investment Consulting.
For more information on healthcare investment consulting from Hartland, click here.
“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