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HANSON & DOREMUS INVESTMENT MANAGEMENT
Hanson & Doremus Investment Management is a leading financial advisory firm that provides expert guidance to clients in managing their financial assets. With a team of experienced advisors, they specialize in providing comprehensive financial planning and investment management services to help clients achieve their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
- Expert guidance in financial planning and asset management
- Personalized approach to meet individual client needs
- Strong focus on risk management and long-term growth
Facts and Insights
Hanson & Doremus Investment Management was founded in 1989 and has been providing top-notch financial services to clients for over three decades. Since its inception, the firm has built a reputation for delivering exceptional results and providing personalized guidance to help clients achieve their financial goals.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1989 | $2 billion | 20+ |
Financial Services Offered
- Financial Planning – This includes creating personalized strategies for clients to achieve their long-term financial goals.
- Investment Management – Hanson & Doremus Investment Management provides comprehensive investment management services to help clients build and manage diversified portfolios.
- Retirement Planning – The firm helps clients plan for their retirement by creating tailored strategies to ensure a sustainable income throughout their retirement years.
Client Types
Hanson & Doremus Investment Management caters to a diverse range of clients, including high net worth individuals, families, and institutions. Their services are personalized to meet the unique needs and goals of each client, irrespective of their financial status.
Fees & Compensation
The firm operates on a fee-only basis, which means that they do not earn any commissions or incentives for recommending specific financial products to clients. This ensures that the advisors at Hanson & Doremus Investment Management act in the best interest of their clients and provide unbiased advice.
Background
Hanson & Doremus Investment Management was founded by Jonathan Hanson and Stephen Doremus, who bring a wealth of knowledge and experience in the financial industry. With a team of highly qualified and experienced advisors, the firm continues to provide expert guidance and exceptional service to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Hanson & Doremus Investment Management is required to disclose any conflicts of interest and potential risks to clients before providing any financial advice. Their client-first approach ensures transparency in all their dealings and helps clients make informed decisions about their financial future.