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Our Practice

Hartline uses a comparative process to determine the most attractive asset classes at particular points in time. By this, we mean that expected returns are measured for each asset class. Then, the returns are compared with historical data to determine the amount of expected return or risk assumed in the various asset classes. In this way, we can make allocations among asset classes, which maximize the potential return of the portfolio against the risk assumed within the ranges acceptable to each client. Available asset classes include:

  • Common Stocks
  • Stock Options
  • Preferred Stocks
  • Real Estate Investment Trusts
  • Corporate, Government, Municipal, Agency, and Collateralized Bonds
  • Insurance Alternatives
  • Money Market Securities