Managed Asset Program

Our team of advisors uses both quantitative and qualitative metrics to establish the investment tools in our managed asset program to provide a well-balanced portfolio.

How the Individual Managed Asset Program Works:

Our Team Approach
Hanson McClain believes that asset management should be a team approach. Our internal investment committee consists of experienced financial advisors. Review our advisors’ credentials and you will see an extensive list of financial planning designations, including some of the highest attained in our industry. The formal decision-making process is designed to eliminate the potential for individually skewed assumptions and provide the benefit of expert perspectives.

Quantitative vs. Qualitative Metrics

Hanson McClain bases our asset management methodology on both quantitative as well as qualitative metrics to identify investment tools for a well-balanced portfolio. Our quantitative analysis includes a series of statistical parameters that our advisory team uses when selecting the investment tools that best suit our clients’ objectives. We also incorporate several qualitative factors that include whether or not the manager’s strategy aligns with what Hanson McClain considers will add value to our portfolios. Returns are an important consideration, but many investors disregard risk, especially in a good market.

Strategic Portfolio Reviews

An investment portfolio is not a static entity, so it is essential we maintain continuous relationships with clients. We communicate routinely with our clients and schedule periodic reviews to discuss goals, assess risk tolerance and analyze current portfolio allocations. We invite you to call us today to schedule a complimentary consultation.

If you have any questions regarding our asset management philosophy or would like to schedule a consultation, please contact us online or by phone at (888) 979-4077.