Hartland has developed an approach for small and medium sized not-for-profit institutions. The Hartland approach, called Investment Solutions Group (“ISG”), is for smaller institutions that want a best-in-class, institutional investment program for a competitive fee. The Hartland research portfolio includes allocation to all asset classes: US Equities, International Equities, Fixed Income, and Alternative Investments.
ISG targets exactly what smaller institutions need: Leadership regarding fiduciary best practices, tailored investment policy and allocation, sound governance and oversight, a sophisticated yet simple portfolio, competitive results, low cost, proactive and attentive service
The ISG consulting team works directly with our clients while also participating on committees within Hartland’s multi-step investment research process – the Investment Research Committee, Asset Allocation Committee and the Investment Solutions Group. That high level of involvement ensures ISG clients receive the firm’s best thinking, which we consider to be a unique quality of our firm.
Anthony Saracusa is a Director with Hartland and leads the Investment Solutions Consulting Group. For more information about ISG you can contact Anthony here and find articles authored by Anthony here
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