Let’s Construct Your Client’s Portfolio
Money management has become so commoditized that advisors and clients sometimes think there are too many options. Yet, each client is unique and deserves a carefully constructed, comprehensive portfolio that meets their specific circumstances.
We have the solution for you.
Advisors like to grow their practice in a successful fashion, yet must always be servicing existing client relationships. One solution is to use the Hanlon Managed Accounts Platform (HMAP). HMAP offers a carefully curated, manageable number of models.
An ironic inefficiency.
Your practice is most efficient when you’re outsourcing asset management. More complex client situations have historically demanded a more “hands-on” than “hands-off” approach. Also, studies have shown that advisors as portfolio manager accounts tend to have double the volatility without any commensurate increase in returns, compared to strategist managed model portfolios.
You just don’t have the time to do it all.
Our Investment Support Team members are entirely knowledgeable in our Model Marketplace and perfectly positioned to help you build a portfolio to meet all the requirements and constraints each client could ever prioritize. Whether it’s a client seeking aggressive returns, another who needs income, another with tax-sensitivity (or one with all three!), we’ve researched it and will suggest the optimal solution for you to present.
You can either:
1. Do it yourself – Login here to our Model Marketplace to review the inventory of Models, and refine your review by using the filtering tools. Select one or combine multiple models for your client portfolio.
2. Speak With an Expert – Our Investment Support Team will assist you in constructing a portfolio that best meets your client’s needs, regardless of the complexity. For more information contact us at 888-641-7100 or email firstname.lastname@example.org.
Whether your clients are small, large, relatively simple or extremely sophisticated, we have the UMA capabilities, and have done the research to create the optimal portfolio. No matter the complexity of the case or constraints of the client, we have a solution.
By using our Model Marketplace and our Investment Support Team, we will prepare, propose, and help you open that new account. It’s that easy. We do the work, you get the client signatures. Contact us today.
Hanlon Investment Management (“Hanlon”) is an SEC registered investment adviser with its principal place of business in the State of New Jersey. Being a registered investment advisor does not imply any level of skill or training. Hanlon and its representatives are in compliance with the current registration requirements imposed upon registered investment clients. Hanlon may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory services. Any subsequent, direct communication by Hanlon with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Hanlon, please contact the U.S. Securities Exchange Commission (www.sec.gov/adviserinfo) or the state securities regulators for those states in which Hanlon is registered. For additional information about Hanlon, including fees and services, send for our disclosure statement asset forth on Form ADV from Hanlon, at 3393 Bargaintown Road, EHT, NJ 08234 or call (888) 641-7100. Please read the disclosure statement carefully before you invest or send money.