Chess Financial Founded
Hartland acquires Chess Financial
Hartland launches OCIO discretionary services.
ASSETS UNDER MANAGEMENT: $1.1B
ASSETS UNDER ADVISEMENT: $11.5B
Hartland acquires Plimsoll Mark Capital
On December 31st, Hartland completes its acquistion of Portland, Maine-based independent wealth adviser Plimsoll Mark Capital. The acquistion adds an addtional $0.28B in AUM and expands the firm’s presence outside Northeast Ohio.
Hartland also began the HEELS initiative, now known as EmpowHER, in order to advance the careers of women at Hartland and within the investment industry. The firm also dedicated itself to inclusiveness in recruiting, hiring, and firm decision-making.
ASSETS UNDER MANAGEMENT: $2.2B
ASSETS UNDER ADVISEMENT: $15.5B
ASSETS UNDER MANAGEMENT: $3.2B
ASSETS UNDER ADVISEMENT: $18.0B
OVER 550 PRIVATE CLIENTS
OVER 125 INSTITUTIONS
$4 BILLION ASSETS UNDER MANAGEMENT
$20 BILLION ASSETS UNDER ADVISEMENT
28 EMPLOYEE AND BOARD MEMBER SHAREHOLDERS
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