Representative Clients
Hartland & Co. meets the investment consulting needs of a wide range of private and institutional clients.
Institutional Retirement Plan Client:
Midwest Mining Company
Relationship size: Over $150 million
- Helped develop investment policy and asset allocation for defined benefit and defined contribution plans.
- Research and recommend appropriate investment managers and investment vehicles.
- Report on performance and monitor compliance with policy and regulations.
- Work closely with outside advisors, including actuaries.
Institutional Retirement Plan and Endowment Client:
East Coast Hospital
Relationship size: Over $100 million.
- Integrate investment policy, asset allocation and manager selection across balance sheet, endowment and retirement fund assets.
- Report on performance and monitor compliance with investment policy and debt covenants. Work closely with staff and board committees.
Institutional Endowment Client:
Mid-Atlantic Private School
Relationship size: About $25 million
- Assisted in development of investment policy and asset allocation for the endowment of this faith-based institution.
- Research and recommend appropriate investments to comply with strong socially responsible guidelines.
- Report on performance and monitor compliance.
Institutional Nonprofit Client:
Midwest Foundation
Relationship size: About $135 million
- Helped in development of investment policy, asset allocation, investment selection and reporting.
- Foundation formed from sale of hospital.
- Work closely with staff and trustee investment committee.
Institutional 401k Plan Client:
Northeast Ohio Public Company
Relationship size: Over $200 million.
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Advise on investment policy, asset allocation and investment vehicle selection
for 401(k) plan. - Work directly with staff and employer trustee investment committee.
Private Client Family Office and Integrated Wealth Consulting Services:
Northeast Ohio Private Investor
Relationship size: About $70 million
- Provide investment consulting and family office services to several generations of an extended family.
Private Client Family Office and Integrated Wealth Consulting Services:
Southwest United States Executive and Entrepreneur
Relationship size: Over $100 million
- Provide integrated wealth consulting, including oversight of investments, family office services and coordination with estate and tax plans.
- Multi-generational.
- Significant work with family attorneys and accountants.
Private Client Integrated Wealth Consulting Services:
Colorado Retired Executive
Relationship size: About $4 million.
- Provide integrated wealth consulting, including oversight of investments and coordination with tax, estate and financial plans.
Contact Hartland & Co. Independent Investment Consultants
For more information on independent investment consulting from Hartland & Co., click here.
