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HIRTLE, CALLAGHAN & CO., LLC Customer Relationship Summary March 31, 2022Hirtle, Callaghan & Co., LLC (the Firm or Hirtle Callaghan) is registered with the U.S. Securities and Exchange Commission
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Hirtle Callaghan & Co. is an investment management firm that provides asset management services tailored to the needs of individual and institutional clients.
Clients and investors associated with Hirtle Callaghan & Co. may be required to submit forms or filings as part of their investment management and reporting obligations.
To fill out forms related to Hirtle Callaghan & Co., individuals typically need to provide personal information, financial data, and any other required documentation as specified by the firm.
The purpose of Hirtle Callaghan & Co. is to manage client assets effectively while providing strategic investment advice to help clients meet their financial goals.
Information that must be reported may include investment performance, fee structures, client holdings, and any changes in investment strategies or policies.
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