Hartland & Co. was founded on the premise that large institutions were in need of an exclusively focused investment consulting firm who was independent of investment manager affiliations and alliances and maintains client services as its highest priority. Over twenty years later, Hartland & Co. has continued to operate independently, providing clients with customized investment advice based on sound investment principles. We view our relationship with our clients as partnerships, where we work together to structure investment portfolios to meet their needs.
Hartland & Co. Values, Purpose, and Vision
Core Values
We will:
- Conduct business with the utmost integrity.
- Operate independently as a financial-consulting organization.
- Develop quality relationships and treat clients and each other with respect.
- Be committed to helping our clients achieve their financial objectives—client service is our primary focus.
- Continually develop skills to help each other and our clients.
Core Purpose
To help our clients clearly define, plan for, and achieve financial success through the application of our specialized knowledge and unique processes.
Major Vision
Become the largest and most respected regional institutional financial-consulting firm in the United States.
Vivid Description of the Future
- We will be known as a preeminent independent regional financial consulting firm.
- We are committed to creating continuous workflow efficiencies.
- We are committed to remaining current with technological innovation.
- Our culture is friendly and one of mutual respect, personal development, creativity, open communication, financial stability, and a place where people want to work.
- We have developed a reputation for high-quality work, as well as an absolute commitment to helping clients achieve their objectives.
We will be committed to the vision and remain true to our core values and purpose—never compromising either in the pursuit of new business opportunities.