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Investment Management

Help clients weather volatility to maintain their long-term goals.

A Decade of Outperformance

77% of our funds outperformed their Morningstar category averages over the past 10 years.1

As of 9/30/21

Institutional Pedigree

Two of the oldest and most respected investment managers in the world serve as our sub-advisers.

Wellington Management


Unique Risk Management

Oversight at both the fund complex and sub-adviser level monitor risk to help deliver the ideal shareholder experience.

Market Perspectives

Gain insight on the movements of the market.

Relationship Management

Adapt to new expectations and strengthen your client base.

The Future of Advice

Research on the ever-changing landscape for what clients need, want, and ultimately expect.

Navigate Longevity

Since 2002, our work with the MIT AgeLab has helped uncover what’s changing the future of retirement.

Investor Behavior

Get actionable expert guidance to help you address client motives.

The Applied Insights Team

Translating academic research into practical ideas to incorporate into your practice.

Practice Management

Be more efficient with proven, practical tools.

Better Prospecting

Discover unique concepts for finding clients in any environment.

Increased Efficiency

Techniques to simplify your strategy and magnify results.

Improved Team Management

Strategies to enhance and increase effectiveness.

Client Conversations

Stay top-of-mind with your clients by regularly sharing these timely articles.


1Source: Hartford Funds and Morningstar. As of 9/30/21. For the 1, 5, and 10-year periods, 24 out of 58, 32 out of 49, and 30 out of 39 funds outperformed their respective Morningstar category averages. Based on Class I shares and ETFs. Past performance does not guarantee future results. Only funds with a minimum 1, 5, and 10 year history were included in the comparison. Results will vary for other time periods and share classes.

The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.