Hartland & Co.’s investment reporting is sophisticated, but also simple, clear and effective. We send out two types of formal reports to clients – Monthly Flash Reports and Quarterly Performance Reviews.
Monthly Flash Reports show the performance of a portfolio for the most recent month and year-to-date for each investment manager and asset class. It also shows the amount invested with each manager and in each asset class.
Quarterly Performance Reviews provide an in-depth look at asset allocation, investment performance and compliance with investment policy and various regulations that may be affecting the portfolio. The reports also contain synopses of investments held in the portfolio.
We meet quarterly with clients. At these meetings, we often prepare a special report on topics of interest to the client. These reports may include analysis of a particular segment of the portfolio or educational topics. In addition, Hartland & Co. publishes a monthly newsletter, Standpoint, and sponsors a bi-annual client conference at which leading figures in finance speak.
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