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.

• 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:

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.