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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

 


 

Institutional Retirement Plan and Endowment Client:


East Coast Hospital
Relationship size:Over $100 million.

 


 

Institutional Endowment Client:


Mid-Atlantic Private School
Relationship size: About $25 million

 


 

Institutional Nonprofit Client:


Midwest Foundation
Relationship size: About $135 million

 


 

Institutional 401k Plan Client:


Northeast Ohio Public Company
Relationship size: Over $200 million.

 


 

Private Client Family Office and Integrated Wealth Consulting Services:


Northeast Ohio Private Investor
Relationship size:About $70 million

 


 

Private Client Family Office and Integrated Wealth Consulting Services:


Southwest United States Executive and Entrepreneur
Relationship size:Over $100 million

 


 

Private Client Integrated Wealth Consulting Services:


Retired Executive

Relationship size:
About $4 million.

 

Contact Hartland & Co. Independent Investment Consultants

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

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