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How does the advisor help clients – Key Takeaways:
Hanlon Investment Management, Inc. is a renowned financial advisor that provides expert guidance to its clients in managing their investments. With years of experience and a team of qualified advisors, Hanlon Investment Management, Inc. aims to help its clients achieve their financial goals.
Facts and Insights
Hanlon Investment Management, Inc. has been in the financial services industry for over 30 years, providing top-notch advisory services to its clients. The firm has a reputation for generating high returns on investments for its clients, making it a trusted and reliable choice for individuals and organizations looking for expert financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 25 | 30 years |
Financial Services Offered
Hanlon Investment Management, Inc. offers a wide range of financial services to its clients. These include investment management, retirement planning, estate planning, tax planning, risk management, and more. The firm’s team of expert advisors works closely with clients to understand their financial goals and provide customized solutions to meet their needs.
Client Types
Hanlon Investment Management, Inc. caters to a diverse range of clients, including high net worth individuals, small and medium-sized businesses, corporations, pension plans, and more. The firm’s services are tailored to suit the specific needs and objectives of each client.
Fees & Compensation
Hanlon Investment Management, Inc. follows a transparent fee structure and does not charge any hidden fees. The firm’s compensation is based on a percentage of assets under management, ensuring that clients only pay for the services they receive. The company’s advisors do not receive any commissions for recommending specific products or investments, guaranteeing unbiased advice for clients.
Background
Hanlon Investment Management, Inc. was founded in 1985 by Dan and Kevin Hanlon, who together have over 50 years of experience in the financial services industry. The firm has grown over the years and now has a team of highly qualified advisors who have a deep understanding of the market and a proven track record of success.
Financial Advisor Disclosures to Know
Hanlon Investment Management, Inc. believes in complete transparency and provides full disclosure to its clients. The firm’s advisors are required to follow strict ethical standards and abide by all regulatory requirements. Additionally, the firm’s website provides access to important disclosure information, giving clients peace of mind in their decision to work with Hanlon Investment Management, Inc.