About Hartmann-Astor

Hartmann-Astor Investment Consulting, is an investment consulting firm focused on providing concierge consulting services for ERISA fiduciaries and their individual plan participants.

Our firm consults with corporations, not-for profits and educational institutions in regards to their defined contribution, pension and non-qualified plans. We guide them in the areas of vendor selection, fiduciary training and support, investment manager search and selection, as well as participant education and financial wellness programs.  In this capacity, Hartmann-Astor serves as a 3(21) co-fiduciary to the plan with negotiated fee arrangements. 

Hartmann-Astor also conducts advisor searches and benchmarking helping plan sponsors validate and review their current advisor relationships.

Hartmann-Astor does not provide any private wealth management services to participants as our belief is that this could potentially create a conflict of interest with servieces provided to the plan as a whole.