Institutional Investment Consulting

Hartland’s institutional investment expertise has been developed over two decades by serving retirement funds, healthcare organizations, nonprofits and faith-based organizations. We have experience in all aspects of institutional investment consulting, including:

What sets us apart is our expertise in integrating non-investment priorities with the way investments are handled. Our consultants understand the interrelationship of investment assets with financial statements and other institutional priorities. These considerations may not be directly related to investments, but have much to do with investment success.

Contact Hartland about Institutional Investment Consulting.
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