Investment Policy

Hartland & Co. works with every client – institutional and private – to develop an investment policy.

This involves helping discern specific client needs. These may include cash flow and liquidity requirements, ability to accept volatility, legal constraints, organizational cultural proclivities and family aspirations. These considerations are captured in a short document that establishes a plan by which assets are to be managed.

Though every policy is different, each shares common characteristics. These include defining the mission or goals of the organization or family; determining roles and responsibilities of advisors, managers and trustees; standards for complying with relevant regulations and integrating the spending rule, or expected spending with measurable investment objectives.

Hartland & Co. applies the same rigor to private client investment policies as it does to institutional investment policies.

Contact Hartland & Co. Independent Investment Consultants

For more information on independent investment consulting from Hartland & Co., click here.