Where are you on your financial journey?
At Hartline, we believe each client deserves a uniquely tailored investment strategy to match their financial journey. That's why our managers work closely with you to understand each aspect of your financial goals.

With more than $350 million in assets under management, Hartline has built a strong performance record by meeting client needs. One of our key advantages is the broad background and in-depth experience of our management team. Our managers average more than 30 years of portfolio experience with the investments of foundations, endowment funds, pension and profit sharing funds, and families.

What Hartline Offers:

  • Custom tailored portfolios for each client
  • 30 years of average experience per manager
  • Each manager has broad based experience with multiple asset classes
  • Alternative investments to help lower risk and improve returns
  • A specific two person team for responsiveness to client issues
  • Direct client relationship with portfolio managers, not salespeople
  • Estate Investment Planning tying current income tax benefits and estate efficiency
  • Financial Coaching to build knowledge of strategies and products for success
  • Insurance strategies to analyze and structure tax favored products