Nonprofit Investment Consulting

Since the firm’s inception, Hartland has served diverse nonprofit organizations. These include private and community foundations and endowments. Today our firm works with over 70 plans and more than $2.5 billion of assets.

Hartland consultants have both professional and personal experience working with foundations and endowments. We provide insightful perspective on important concerns such as effective nonprofit investment policy, design of spending rules, performance benchmarking and compliance with increasing regulations such as UPMIFA. Moreover, we have become proficient in guiding investment committees, trustees and staff members on appropriate asset allocation and asset classes, a process that often involves considerable financial education.

Consulting to nonprofits is a large, growing and successful segment of our business.

Contact Hartland about Nonprofit 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