Hartland & Co. provides continuous advice to clients regarding the investment of client funds based on the client''s personal investment policy and manages portfolios based on that policy. They work with each client to establish targeted ranges among asset classes based on the client''s individual objectives, time horizons, risk tolerance, and liquidity needs. Hartland & Co.''s investment recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company and they generally utilize institutional class mutual funds, ETFs, separately managed accounts and alternative investments, such as hedge funds and private equity, where appropriate.^
Lancaster Pollard Investment Asset Management's CashPlus accounts are actively managed ultra-short-term, fixed-income portfolios that seek to allow an organization's fixed assets, such as operating funds, to generate higher returns than money market funds. Their ReserveManager is a cash and investment management solution that certain affordable and multi-family owner/operators may use to manage cash and other short-term investments.The firm's services also include project fund management. Lancaster Pollard actively manages project funds to manage liquidity to meet the projects specific cash flow requirements, to maintain flexibility to adapt to unforeseen or delayed draws and to provide a higher rate of return than passive investment strategies.