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Private Client Independent Investment Consulting

We employ the same investment discipline as we do for institutions.

 

This discipline includes deep planning and development of investment policy, sophisticated asset allocation, relentless investment research and superior reporting.  The same skills that make us successful with institutional clients also make us successful with private clients.  Just as we integrate organizational concerns of institutions with our investment approach, so we integrate tax, estate and financial considerations of families.  We believe this enhances our clients' ability to preserve and build wealth, align management with family aspirations and simplify the administration of wealth.

 

Contact Hartland & Co. About Private Client Independent Investment Consulting

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

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