Our Approach
At Hartline, we believe the only way you can measure success is against your own objectives. Therefore, our managers work closely with you to understand each aspect of your financial goals. Then, your investment portfolio is individually tailored to your needs, by considering your:
Risk Tolerance
Time Horizon
Cash Flow Needs
Return Expectations
Investment Knowledge
Our planning software and technology allow clients to access their portfolio information and plans anytime. This allows us to continuously update and assess the objectives to ensure we are meeting all of your expectations.
History
Hartline Investment Corporation was founded in 1990 by William G. Hart, CFA, CIC. Bill began his career at Northern Trust and was the former CEO of Continental Capital Management Corporation, in Chicago, Illinois. Hartline began its investment management business with 12 institutional clients and $70 million in assets under management. Since then, Hartline has added services for individuals and families and has grown primarily by referral, now managing over $500 million in assets. Hartline brings its client-centered approach to clients anywhere in the United States. Hartline is headquartered Winnetka, IL.
Hartline has been constantly evolving and implementing new technologies and software to better serve our clients.
About Hartline
It is really more about you and your goals, than “About Hartline”. Ask us your questions about what you are trying to accomplish. Hartline Investment Corporation has joined its clients on their financial journey by providing investment management, consulting, and coaching for both wealth-management of individual assets and investment and consultative services to institutional clients, particularly endowments, foundations, and retirement accounts. For nearly three decades, Hartline has built a strong performance record, meeting the needs of each client’s unique objectives. Hartline provides a flexible management approach, constructing each portfolio to match your risk tolerance, growth expectations, and income needs.