The Hanlon Managed Account Platform
The Hanlon Managed Account Platform is a comprehensive, fully-integrated wealth management solution with the power to streamline your business and dramatically elevate the advice and service you provide to clients.
As an organization, our focus is on making your life as an investment advisor easier, your career more enjoyable and your business every bit as prosperous as it can be, all the while of course empowering you to do what is always best for your client.
That focus is clearly evident in the Hanlon Managed Account Platform. With an eye on efficiency and ease of use, it will simplify your practice and free you to focus your time and resources on establishing and strengthening client relationships.
One Seamless Experience
Quality Investment Strategies
When it comes to providing access to investment strategies, some firms are all about quantity, boasting that you’ll have the chance to choose from several thousand options.
At Hanlon, we emphasize quality and making advisors’ lives easier. So instead of going after a big number of managers, we’re driven to deliver the right number. By applying a proprietary evaluation process, we crystallize those thousands of choices into a manageably sized, carefully curated presentation of institutional strategists spanning a wide variety of styles and asset classes.
UMA Circumstances Capabilities
With our broad unified managed account capabilities, you can consolidate your clients’ various assets into one account—including mutual funds, ETFs, third party strategists, SMA, stocks, bonds, and more. As a result, reporting, monitoring, managing and evaluating investment portfolios, and making sound decisions about allocation and taxes, becomes far simpler for both you and your clients.
Unique Circumstances Capabilities
When there is a need to maintain higher cash balances or on-hand liquidity, the Hanlon Managed Account Platform provides the ability to segregate these cash balances and select them as non-billable.
Whether an inherited position with emotional significance or employer stock, the Hanlon Managed Account Platform can hold these positions “below the line” and are non-billable.
When the time comes to liquidate a highly appreciated security, it doesn’t always make sense to sell it all at once. Our Large Position Disposition is a sales formula agreed to by both client and advisor that liquidates portions of the position based upon time or price.
Sometimes highly appreciated assets need to be sold but the right moment, be it price or a tax situation, needs to appear. Using the Hanlon Managed Account Tax Transition strategy advisors are able to better incorporate a longer term exit strategy into a client’s overall tax position.