hartlineinv.com
@hartlineinv.com
Hartline is a Chicago based investment advisor dealing with personal wealth and institutions
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About hartlineinv.com
Hartline Investment Corporation is an investment advisor based in the Chicago area, serving individuals, families, and institutions as they plan for their financial futures. The firm develops tailored investment strategies by working closely with each client to understand their goals, current circumstances, and long-term plans. Hartline reports more than $700 million in assets under management and highlights the broad experience of its management team, whose members average over 30 years of portfolio experience across foundations, endowments, pension and profit-sharing funds, and family investments.
Its services include individualized investment management, retirement planning, and estate investment planning. Hartline helps clients create investment plans aimed at specific objectives, while planning tools and software allow them to monitor progress toward their goals. Its estate planning solutions are designed to help clients consider income tax benefits, estate efficiency, and the legacy they wish to leave, including support for family or charitable foundations. The firm also offers financial coaching to help clients build their understanding of investment products and strategies.
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