A complete list of active advisors currently associated with Hartline Investment Corporation

Warmer can help you find a great advisor at Hartline Investment Corporation or one who fits your needs even better.

Hartline Investment Corporation provides discretionary and non-discretionary portfolio management through its Investment Supervisory Services and Individual Portfolio Management offerings to individuals (including high net worth clients), pension and profit sharing plans, charitable organizations, corporations and municipal entities. The firm delivers continuous investment advice and periodic non-continuous management tailored to client goals, time horizons, risk tolerances and liquidity needs. The firm uses a mix of analysis and strategies — including fundamental, technical, quantitative and qualitative analysis — and implements long- and short-term purchases, trading and hedging techniques as appropriate. Its stated strategies explicitly include options trading (covered calls and spreading strategies), short selling and the use of margin (for example, to purchase inverse ETFs or to finance additional equity purchases), indicating a willingness to use derivatives and borrowing in separately managed accounts. Compared with many peer teams, Hartline manages roughly $935 million of client assets with a compact advisory staff, resulting in a relatively high assets-per-advisor profile and operational focus on portfolio management rather than standalone financial planning. The brochure also notes the firm’s historical use of soft-dollar arrangements has been discontinued and that it does not assess performance-based fees, which are notable operational distinctions.

To learn more about the advisors currently working at Hartline Investment Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.