The Hartl Group
The Hartl Group is an experienced wealth management team that provides tailored financial services and strategies for ultra affluent individuals, families and foundations.
The team provides a direct link to the vast resources and capabilities of a global investment firm coupled with the attention to detail and complete transparency seldom seen outside a boutique advisory firm. This invaluable combination allows clients to receive unmatched service and to ultimately pursue their aspirations and enjoy the prosperity they have created.
Our experience, seamless execution and aspiration to provide only the most elite service has led to a fundamental understanding of the distinctive needs and desires of high net worth clients.
Our mission is to elucidate the client family core values around wealth and utilize those values as the basis for the family investment and estate planning strategy. The objective is to have the client family become a true legacy family.
The teams approach begins with an in-depth analysis of the client’s financial situation and long term objectives. This enables us to develop a customized and sophisticated wealth management plan tailored to suit the personal desires and values of each client.
Multigenerational wealth transfer is one of many services encompassed by our holistic approach to wealth management. In 90% of families studied wealth is lost by the end of the third generation. The other 10% have successfully created sustainable wealth spanning multiple generations through use of particular best practices such as regular family meetings and articulation of shared values. We actively engage clients in these best practices granting their wealth with the greatest opportunity for continued existence across future generations.
The team purposely limits its number of client engagements serving to ensure the level of intimacy and direct contact is never compromised.
Investment Platform and Intellectual Capital
The Hartl Group utilizes the firm’s extensive open architecture investment platform with access to best in class money managers from across the industry.
In constructing the portfolio we seek an appropriate risk adjusted return so that we preserve the client’s capital and provide a return consistent with the individual objectives and risk profile.
The team has direct access to a powerful and extensive universe of tools exclusive to Merrill Lynch such as a dedicated Manager Consulting Group-Investment Management and Guidance (IMG).
IMG is an industry leading global investment organization currently comprised of over 140 investment professionals and is responsible for delivering objective investment guidance and strategies to both implement and advance the Wealth Management Process at Merrill Lynch.
In addition to these internal resources the team also draws on a wide range of external resources as part of its own rigorous manager selection process.
Customized Financial Consulting including:
Estate Document Review
Estate Balance Sheet Preparation and Tracking
Family Mission Statement Preparation
Next Generation Financial Education & Management
Philanthropic Mission Statement and Portfolio Management
Diversified Portfolio Analysis and Management
Daily Banking Services
Single Stock/LP Unit Safekeeping and Risk Management
Managing Director-Wealth Management and Private Wealth Advisor Philippe Hartl named to:
Forbes/Shook "Top 200 Advisors" in 2016
Financial Times "Top 400 Advisors" in 2016
Registered Rep's "Top 100 Wirehouse Advisors" from 2010 to 2016
Barron's "Top 1,200 Financial Advisors" from 2012 to 2016.
The ranking of America’s Top Wealth Advisors, developed by Forbes partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. For the full list and more, visit: www.forbes.com/top-wealth-advisors/.
Source: Barron's "America's Top 1,200 Advisors: State-by-State" list, March 7, 2016. For information about the selection criteria, go to Barron's Top Financial Advisors page. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.
Source: The Financial Times Top 400 Financial Advisors (FT 400) is an independent listing produced by the Financial Times (March, 2016). For more information about the selection criteria, go to http://im.ft-static.com/content/images/047b2e0a-d10e-11e4-a840-00144feab7de.pdf.
Source: Wealth Management Magazine's (formerly REP.) "Top 100 Wirehouse Advisors in America" list, May, 2, 2016. For information about the selection criteria, go to http://details-he.re/YmYuUA. Wealth Management Magazine (formerly REP.) is a trademark of Penton Media, Inc. All rights reserved.