Stewardship

In every way, HAHN strives to deliver unbiased stewardship — the careful and responsible management of client assets entrusted to its care. We are committed to providing improved value to our clients through our discretionary investment management services. We are advocates of a goals-based investment approach while nurturing a philosophy of prudent portfolio management to grow and protect our clients’ wealth.

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Our Clients

HAHN Investment Stewards was founded in 2001 with the express purpose of providing institutional quality active global asset allocation strategies to investors. Since our inception we have demonstrated an ability to manage our client’s assets through challenging markets and economic environments while building a premier asset management team focused exclusively on ETF portfolios for all types of investors.

Our unique strategies are actively managed according to evolving market conditions and each client’s unique risk/return profile. Experience has taught us that this approach is the tested, proven and reliable way to manage money in a rapidly changing world.

Individual Investors

Financial Professionals

Institutional Investors

T.O.P. Investing

Thematic

Each day our goal is to provide every client with the optimal exposure to the right assets, in the right allocation, in the right …
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Opportunistic

There are times when particular asset classes and markets do not behave rationally. This presents opportunities to…
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Pragmatic

In 2003 HAHN was the first to offer global balanced strategies using ETF securities exclusively. These securities have since…
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Reasons to Invest with HAHN

“We felt there had to be a better way…” Wilfred Hahn, Chairman and co-CIO

1. STEWARDSHIP

As a discretionary portfolio manager we have a fiduciary duty to always act with care and in the best interests of each client. That means expert investment management and client service at a reasonable cost.

2. CUSTOMIZED INVESTMENTS

A goals-based approach to investment management means we take the time to ensure that we understand our clients’ priorities and they understand our strategies for achieving them.

3. UNCOMMON EXPERTISE

We have the longest track record managing global balanced portfolios exclusively utilizing ETFs in various structures for private clients, advisors and institutions.

4. PRIVATELY MANAGED PORTFOLIOS

Each client has their own separately managed account (SMA) with individual cost and tax base.

5. PROACTIVE SERVICE

Regular communications, including market updates, reports and meetings ensure that every client has a clear understanding of where they are, where they’re going and how they’re doing at all times.

6. DISCRETIONARY INVESTMENT MANAGEMENT

A discretionary service provides the highest form of portfolio supervision where investment decisions are made on each client’s behalf based on their personal investment strategy. This seeks to avoid the emotional reactions that often cause investors to harm returns.

7. GLOBAL PERSPECTIVE

We maximize opportunities by exploiting the broadest spectrum of asset types and asset classes around the world.

8. ACTIVE ASSET ALLOCATION

We dynamically shift asset exposures seeking to buy risk when it’s cheap and sell risk when it’s expensive.

9. RISK & RETURN MANAGEMENT

Great care is taken to ensure that the level of risk assumed in each client’s portfolio corresponds with their unique investment personality and return expectations.

10. CONSISTENCY

A rigorous and repeatable investment process is the reason we have demonstrated the ability to safely steward our clients’ assets through a myriad of economic and market environments including the Global Financial Crisis.

11. TRANSPARENCY

All costs associated with the management of each portfolio including our investment management fees are clearly communicated on account statements and online.

12. SAFETY

Securities are held in client name at a custodian bank that provides safekeeping of client assets, while trading authority is conferred to HAHN.

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