Hartford Investment Management Company
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Overview
Hartford Investment Management Company operates as a financial advisory firm that has its headquarters in Hartford, Connecticut. Hartford Investment Management Company administers $110.8 billion in total assets across 182 client accounts, placing it among the biggest investment advisory firms in the country by assets under management (AUM). The company has a large group, including 116 financial advisors. Hartford Investment Management Company does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are exchangable financial assets like stocks, bonds and options.
Hartford Investment Management Company manages most of the company's accounts on a discretionary basis. Discretionary management signifies that buy and sell decisions are made by an investment advisor without requiring the customer's authorization. The firm also administers 29 non-discretionary accounts totaling $4.0 billion in assets under management. Hartford Investment Management Company's typical account size is $609.9 million. The typical advisor at Hartford Investment Management Company oversees about two client accounts, making it one of the most individualized firms in the country.
The company's headquarters is at One Hartford Plaza, Hartford, Connecticut 6155. The firm is permitted to serve customers throughout a number of states, including Connecticut and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hartford Investment Management Company by the Numbers
$110.8 billion
290
182
$608.9 million
Products and Services
Hartford Investment Management Company provides multiple financial services, which can consist of portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Hartford Investment Management Company does sell products or offer services aside from investment advice to its clients. The company is also affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer, insurance company or agency and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice largely depend on which services the firm provides the client. However, fee types charged by the company can consist of any combination of the following fee types: asset-based, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Hartford Investment Management Company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
Hartford Investment Management Company works with a number of different investors. The firm provides services to investment companies, pooled investment vehicles, pension plans, insurance companies and corporations. Out of its 182 accounts, Hartford Investment Management Company's largest client is insurance companies. Just 8% of the firm's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Hartford Investment Management Company does not have any disclosures.
Please visit its Form ADV for more details.
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