Institutional Investment Consultants

Hartland & Co. is a prominent, independent institutional consulting firm. Today we serve over 60 institutional clients – retirement funds, healthcare institutions, nonprofits including faith-based institutions – and over $11 billion of institutional assets.

We help trustees, directors and employees of our clients better fulfill their fiduciary responsibilities. In addition, because of our disciplined approach and the expertise of our people, we enhance our clients’ likelihood of achieving their investment objectives.

Our investment process has five major components:

  1. Investment policy
  2. Asset allocation (both strategic and tactical)
  3. Investment manager research
  4. Integration of investments with organizational priorities
  5. Performance and compliance reporting

Our extensive list of longstanding clients is a testament to the competitive results we have helped achieve over time.

Contact Hartland & Co. About Institutional Investment Consulting

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

horizontal lines
horizontal lines