Our monthly thought leadership publication educates clients of the firm’s top thinking, including robust economic analysis of timely financial and social topics and their potential market implications.
2018 (Formerly Hartland Standpoint)
2017 (Formerly Hartland Standpoint)
Find Your Clarity
We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114