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Better outcomes start with better insights

The best investment conversations start by understanding client needs, not with product.

Through customized portfolio consultations, our Investment Consulting Group (ICG) helps financial professionals cut through market noise, uncover meaningful opportunities and hidden risks, and strengthen client portfolios. Our approach is grounded in objectivity, providing an unbiased perspective and fostering trusted, long-term relationships.

Using FactSet-powered modeling tools, ICG delivers advanced portfolio diagnostics that provide a holistic view of your client’s total portfolio, including:

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Portfolio-construction and asset-allocation reviews

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Unintended risk-, concentration-, and style-exposure analysis

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Replacement opportunities

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In-depth peer and benchmark comparisons

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Macro market environment trends and asset-class insights

What You’ll Get

You'll receive a tailored report with actionable opportunities to help align client portfolios with their long-term objectives. Below are examples of the insights featured in reports.

For illustrative purposes only. Customized reports are available for financial professional use only and are prepared upon request.

What Sets Us Apart?

Our value extends beyond reports. Our analysts provide dedicated one-on-one consultations to share objective insights, interpret findings, and answer questions. Many members of the ICG team hold advanced industry designations, including CFA and CIMA, bringing institutional expertise to every conversation.

What the Process Looks Like

From discovery through implementation ideas, our analysts work alongside you every step of the way.

ICG Process
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Tip: Share your matrix for the most comprehensive analysis.

Let’s Connect

Ready for a fresh perspective on your clients' portfolios? Contact your Advisor Consultant or call 1-800-456-7526 to schedule a portfolio consultation. 

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Hartford Funds
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The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

Hartford Funds refers to HFD, Lattice, and HFMC, which are currently not affiliated with any sub-adviser or ALPS.

On June 3, 2026, The Hartford Insurance Group, Inc. (“The Hartford”) and Wellington announced that they had reached a definitive agreement under which Wellington Investment Advisors Holdings, LLP, Wellington’s corporate parent, will acquire Hartford Funds. Upon closing Hartford Funds will be integrated into Wellington’s U.S. Wealth business. The deal is expected to close in the first quarter of 2027, subject to regulatory and fund approvals. Upon closing, Hartford Funds would become an affiliate of Wellington. For more information, click here.

© Copyright 2026 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value