We employ the same investment discipline as we do for institutions
The same skills that make us successful with institutional clients also make us successful with private clients. This discipline includes deep planning and development of investment policy, asset allocation, investment research and reporting. Just as we integrate organizational concerns of institutions with our investment approach, so we integrate tax, estate and financial considerations of families. We believe this enhances our clients’ ability to preserve and build wealth, align management with family aspirations, and simplify the administration of wealth.
Contact Hartland about Private Client Independent Investment Management.
For more information on Hartland’s institutional and wealth advisory services, click here.
“We have a strong Board with varied expertise. This is a huge advantage for our firm and “icing on the cake” when added to our excellent professional team.”– Gregory P. Althans, CPA/PFS, CFP®