Hartline Investment Corp
Hartline Investment Corp Provides Investment Management Services
About Hartline Investment Corp
Based in Chicago, Illinois, Hartline Investment Corp provides financial guidance to individuals and organizations across the United States. In addition to its headquarters, the firm operates an additional office in Kenilworth, Illinois, with plans to establish a third in Munising, Michigan. Hartline Investment Corp manages a collective $350 million in assets, taking a client-based approach to financial management. Its portfolio managers, each drawing on multiple decades of industry experience, interact directly with each client, working in teams to ensure prompt communication and carefully-tailored service. The company identifies clients’ unique financial needs and goals, considering such factors as cash flow requirements, risk tolerance, and return expectations to create individualized portfolios. Additionally, Hartline utilizes a comparative method to identify promising assets across several key areas. In determining attractive investments, the firm investigates options including common stocks, preferred stocks, money market securities, and various types of bonds to determine effective investment paths.
Hartline offers a wide array of management and consultation services to high net worth individuals and their families, including general financial coaching, traditional and alternative investments, and tax planning. The firm also helps its individual clients prepare for the future, assisting with retirement planning, long-term savings goals, and estate planning. The company’s services for institutions and foundations also include financial coaching and education, in addition to management support, organizational support, and several investment management services tailored to the goals of each organization.