Hartford | Investment Management

As an investment manager, our goal is to create long term and strategic relationships with our clients. To achieve this objective, we are committed to providing the highest level of professional service possible. We have developed a specialized client relationship management function to ensure that each client benefits from all the resources of the firm.

First we assign a client relationship manager to meet your needs. This individual works with you, the portfolio management team and our operations staff to build a solid foundation for the relationship. On an ongoing basis, it is the client relationship manager who serves as your conduit for market insights as well as details on specific activity related to your portfolio.

While technology has made it easier to communicate from a distance, we still believe that face-to-face meetings between you and your investment team provide a common point of understanding that is critical to the success of the relationship. The client relationship manager works with you to supplement these periodic (usually semi-annual) meetings with electronic, phone, and video communication and conferencing as often as needed.

Program Highlights

Highlights of our client service program include:

Timely, detailed and informative reporting that is customized to your needs.
Ongoing communications with portfolio managers regarding strategy, outlook and portfolio positioning.
Access to the full breadth of our investment resources – the best efforts of more than 140 investment professionals.
Availability of a full range of communication platforms to keep you informed, including face to face meetings, telephone, electronic delivery, and video teleconferencing.