Company Information
Hartland & Co. stands on a solid foundation of complete independence which has been in place since the firm's inception in 1989. The coupling of absolute independence and the ongoing practice of delivering superior client service has enabled the professionals at Hartland & Co. to continuously add value to clients through advisement. The management team at Hartland & Co. has created a strategic growth plan that will advance the firm to become the preeminent and largest independent investment consulting firm in the Great Lakes Region.
The innovation used by the consulting team allows the firm to approach the market place in a progressive manner using the highest level of professionalism to meet the goals and objectives of clients. Hartland & Co. follows the ethical standards outlined by AIMR to ensure that the advice received by clients is beneficial to all of those who have a vested interest in the decisions made.
The tools used by Hartland & Co. to execute the company philosophy are rooted in client communication, client service and a team-oriented environment. The communication process established at the firm emphasizes clarity and depth when focusing on the client's financial objectives. This process has laid the ground work for the team at Hartland & Co. to build a distinguished level of client service. The firm views itself as an extension of the client's staff. This core belief encourages a team-oriented environment both inside Hartland & Co. and with clients.
The team at Hartland & Co. is confident in its abilities and remains in constant pursuit of excellence for both clients and the firm. |
| Quick Facts |
Locations:
1100 Superior Avenue
Suite 1616
Cleveland, OH 44114-2650
Phone: (216)-621-1090
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| Began Consulting: 1989 |
| Number of Employees: 24 |
Client Contacts:
Tom Hartland
Chief Executive Officer
Dave Fulton
President and Chief Operating Officer
Jay Morgan
Senior Consultant and Director of Research
Tina Sterrett
Chief Administrative Officer
Brian Hrabak
Senior Consultant and Director of Consulting
Carl Tippit
Senior Consultant |
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