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Serving Not-for-Profits

Since the firm’s inception, Hartland & Co. has served diverse nonprofit organizations. These include private and community foundations and endowments. Today our firm works with over 30 nonprofits and almost $2 billion of assets.

Hartland & Co. consultants have both professional and personal experience working with foundations and endowments. We provide insightful perspective on important concerns such as effective nonprofit investment policy, design of spending rules, performance benchmarking and compliance with increasing regulations such as UPMIFA. Moreover, we have become expert in guiding investment committees, trustees and staff members on appropriate asset allocation and asset classes, a process that often involves considerable financial education.

Consulting to nonprofits is a large, growing and successful segment of our business.

 

Contact Hartland & Co. About Nonprofit Endowment Asset Allocation

For more information on nonprofit endowment asset allocation from Hartland & Co., click here.

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