Investment Management

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Custom Investment Strategies

Your financial goals are unique and require a trusted advisor with experience in all facets of investment management and planning. Hogan - Hansen, P.C. partners with Mariner Wealth Advisors to bring expertise and engaged professionals to help you develop a long-term investment strategy focused on making your financial dreams a reality.

Approach to Investment Management

Our approach to investment management focuses on developing a strategy designed to meet your overall investment and financial goals.

Through face-to-face meetings, we assess a number of factors that influence our investment recommendations, including:

  • Personal risk tolerance to find the best asset allocation model
  • Current tax status
  • Current income status
  • Desired rate of return
  • Current goals and future financial objectives

The assessment allows our professionals to define specific investment opportunities, both personal and tax-qualified, and recommend an asset allocation strategy. We will also provide and implement an Investment Policy Statement on specific investment recommendations. Throughout this process, our professionals ensure you understand your customized investment plan so that you are educated and comfortable with your overall plan and objectives.

Ongoing Performance Reviews

Investment management is an ongoing process that requires a trusted advisor to conduct performance reviews and recommend changes as necessary.

Our professionals regularly review the performance of your investment plan and will make recommendations that align with your objectives.

If your financial goals, tax or income status change, your investment strategy can be modified to fit these shifts in your personal circumstances.


Accountants with Personality

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