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 $500 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

• Experienced managers with broad based experience in multiple asset classes

• Direct client relationship with portfolio managers

• Estate Investment Planning tying current income tax benefits and estate efficiency

• Financial coaching to build knowledge of products and strategies for success

• Planning solutions and software allowing you to track progress to your goals

investment Management

We implement individualized investment plans to help you or your institution achieve specific goals after extensively discussing the current and future plans.

Retirement

For many, the investment objective is to retire well. With our help and sophisticated software, we can provide you a tangible plan that allows you track your progress and feel comfortable with the road ahead.
 

Estate Investment planning

Leaving behind a legacy is forefront in our relationship with you. Whether your plan includes leaving something for your children or creating a charitable foundation, our solutions can help you forge this legacy.