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Hartland & Co. Names Thomas S. Allen Senior Managing Director
Hartland & Co. and Chess Financial Merge to Create Region's Preeminent Institutional Investment and Wealth Advisory Firm
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Hartland & Co. 2011 Client Conference - April 13th
The Changing Balance of Global
Wealth and Power: Turning Challenges into Opportunities
This year's topic focuses on the unprecedented transfer of
wealth between emerging and developed nations and between generations,
especially in the United States. Specifically, some of the topics will
include: The growth and relative size of world economies, growing consumer base
in emerging economies, the shift in commodity demand as well as political and
economic power to emerging markets, as well as the shifting appetite for risk
because of changing American demographics. We want to explore some of the
implications of these changes for institutional and individual investors,
especially for investment policy, asset allocation and selection of investments
vehicles.
Hartland & Co. Announces CEFEX Certification
To help ensure our results oriented capabilities, we became certified by the Centre for Fiduciary Excellence (CEFEX). CEFEX is an international organization that establishes standards for fiduciaries. Full Article
