Advocating For Clients - An Ongoing Priority

Close attention to client needs and keeping them fully informed is an important part of any successful investment relationship. At all times during the decision making process, the Hart team responsible for each portfolio advocates for the respective client by making sure there is no deviation from that portfolio’s overall investment objectives and strategy.

We continuously communicate with our clients and encourage their participation in the process by providing:

  • Detailed property reports.
  • Quarterly and annual performance reports reviewing the status of their accounts.
  • Access to senior professionals to review portfolio performance, provide insight into investment decisions, and interpret market trends.