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Danielle Stiles

Client Coordinator & Administrator at Hartland & Co. LLC
Overview
Relationships
Paths
Career History

Danielle Stiles

Client Coordinator & Administrator at Hartland & Co. LLC

Overview

Number of Relationships
This person is connected to 70 people.

Relationships See Details


Senior Managing Director at Hartland & Co. LLC

Senior Managing Director & Chief Wealth Strategist at Hartland & Co. LLC

Senior Managing Director & Chief Operating Officer at Hartland & Co. LLC

Senior Managing Director at Hartland & Co. LLC

Chief Compliance Officer at Hartland & Co. LLC

Senior Managing Director at Hartland & Co. LLC

Senior Managing Director at Hartland & Co. LLC

Senior Managing Director, Head of Institutional Consulting at Hartland & Co. LLC

Senior Managing Director at Hartland & Co. LLC

Senior Managing Director & Chief Financial Officer at Hartland & Co. LLC
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Career History

Client Coordinator & Administrator
Current
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.^

Other Affiliations

Danielle Stiles is affiliated with Hartland & Co. LLC.

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