Schroder Investment Management North America Ltd. Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). ETFs are distributed by ALPS Distributors, Inc. Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA| SIPC. "The Hartford" is The Hartford Financial Services Group, Inc. "SMART529" is a registered trademark of the Board of Trustees of the West Virginia College and Jumpstart Savings Programs. "The Hartford" is a registered trademark of Hartford Fire Insurance Company. For a copy of the Board of Trustees of the West Virginia College and Jumpstart Savings Programs privacy policy, please click here.” SMART529 college savings plans are distributed by Hartford Funds Distributors, LLC. Please read them carefully before investing or sending money. This and other information can be found in the Offering Statement for SMART529 and the prospectuses or other disclosure documents for the Underlying Funds. Investors should carefully consider the investment objectives, risks and charges and expenses of SMART529 and its Underlying Funds before investing. As with all matters of a tax or legal nature, your clients should consult their own tax or legal counsel for advice. These materials are not intended to provide tax, accounting or legal advice. The information cannot be used or relied upon for the purpose of avoiding IRS penalties. This information is written in connection with the promotion or marketing of the matter(s) addressed in this material. Before investing, an investor should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in The Hartford SMART529. The Hartford SMART529 is available to all investors. The company's use of MS Teams, Sharepoint, and other platforms for collaboration is spot on, I love being able to ask a question within an MS Teams group rather than having to send an email or fill out a form - makes it a much more welcoming environment and easier to get assistance that others viewing the group can also benefit from.Investments in SMART529 are not guaranteed or insured by the State of West Virginia, the Board of Trustees of the West Virginia College and Jumpstart Savings Programs, the West Virginia State Treasurer's Office, HFMC, The Hartford Financial Services Group, Inc., the investment sub-advisors for the Underlying Funds or any depository institution and are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors.
The team overall is comfortable sharing their opinions and the environment once again is very transparent and team members are able to speak their minds Feedback driven company with engagement surveys that are actively reviewed in team huddles and discussed. Everyone on the team helps one another and the cadence is very casual and transparent which is a breath of fresh air! Process improvement driven culture, they are utilizing "The Hartford Way" for meetings which actively involves recognition, round tabling on capacity and pain points with the goal of discussing resolutions. They provide candid, helpful feedback regarding my performance and they're dedicated to helping me develop and onboard into my role recruiting for them Love working with my business partners, their dedication towards their business and onboarding the right talent is extremely evident.
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