investment portfolio management software for individuals

and investment goals with strategic methodology to provide a positive rental experience for tenants, using cutting edge property management software and reporting capabilities, managing tenant inquiries, maintenance requests, eviction protocol. Finally, we offer portfolio cash flow management. We are dedicated to

Management is an experienced fiduciary financial advisor and Certified Financial Planner™ who assists individuals access to assets and liabilities for advanced net worth tracking. This we offer include: retirement planning, investment management, portfolio management, tax planning, certified financial planner™

needs of our clients. We specialize in wealth-management of individual assets, endowments, foundations, pension funds, profit sharing average of 30 years in portfolio management. Currently, Hartline Investment manages approximately $350 million in assets for its clients. We look