Hartline Investment Corporation

Hartline Investment Corporation is an SEC-registered investment adviser established in 1990, located in Winnetka, IL. The firm offers Investment Supervisory Services (ISS) and Individual Portfolio Management, managing client funds based on individual needs and objectives. Clients have the option for discretionary or non-discretionary account management. The firm's investment recommendations cover a wide range of securities, including exchange-listed securities, mutual fund shares, and options contracts. As of 12/31/2024, the firm actively managed over $615 million of clients' assets on a discretionary basis. Fees for ISS are charged as a percentage of assets under management, with a minimum fee requirement. The firm's fee schedule is negotiable based on client circumstances. Hartline Investment Corporation acts as a fiduciary for ER/SA accounts, adhering to specific duties and obligations under ERISA and the Internal Revenue Code. The firm's investment strategies include long-term purchases, short-term purchases, trading, short sales, margin transactions, and option writing. Clients receive quarterly reports summarizing account performance and holdings. The firm does not engage solicitors or accept compensation for client referrals. Hartline Investment Corporation does not have custody of client accounts and provides discretionary asset management services. The firm votes proxies for client securities, but clients have the option to vote proxies themselves. Hartline Investment Corporation has no financial conditions that would impair meeting contractual obligations.