Hahn Home Page   July 5, 2008
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Asset Management

| i-WRAPS™ Edge: Managed Accounts Starting from $100,000 |
| The HAHN Wealth Navigator |

i-WRAPS™ Edge

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Managed Accounts Starting from $100,000.

Our services make a difference.

We bring global capability and perspective - over two decades experience managing billions around the world - to our portfolio management programs and your service.

Clients entrust us with their investment resources, selecting us as their investment manager for three main reasons:  1. We meet our client's investment objectives; 2. Achieve goals safely and steadily along the way, and; 3. Provide security and peace of mind. Allow us to explain how we do what we say.

  1. Meeting Investment Objectives

    Successfully meeting investment objectives is a function of three essential elements - investment expertise, low costs, and sensible risk management.  While we can't make financial markets do our bidding, we can do what matters most - determine appropriate asset mix and investment portfolio structure, and pursue cost efficiencies.

    That leads to higher, safer performance.  Our portfolio track record proves it.  Helping to meet that objective, our leading-edge portfolio systems are the most cost-effective in the industry.

    Our striving towards low-risk balanced investment strategies and top cost-efficiency are amongst the surest ways to achieve better long-term returns - performance that achieves client's goals.

    What we do to ensure optimal performance for our clients.

    • We manage only what matters. It is a fact that asset mix and investment portfolio structure determine portfolio performance more so than individual securities.
    • We tactically steward client's portfolios through all investment environments, actively managing passive investments.
    • Our risk management approach allows us to harvest returns in more favorable investment environments but protects capital during inclement environments.
    • Adding to return opportunities, we pursue strategies around the world.

      What we do to ensure portfolio efficiency and cost-effectiveness for our clients.

    • Importantly, we optimize all costs with our proprietary i-WRAPs Performance EngineTM, the only one of its kind.
    • We embrace and develop the latest technology and software to build optimal portfolios.
    • Charge competitive fees and minimize transactions wherever possible.

  2. We Get There Safely

    Few people are comfortable with high, short-term portfolio volatility.  As a balanced global portfolio manager that actively manages passive investments and minimizes risk, we deliver steady investment performance.  Moreover, we focus upon absolute returns, striving to minimize downside risks during adverse investment environments, while maximizing opportunities when they are available.

    We believe that our job carries full responsibility for your investment experience.  That is why we emphasize advice, high compliance and constant monitoring of our services to our clients.

    Our firm offers the widest and most comprehensive support for our Partner Advisors, enabling them to serve clients with depth of information and financial planning tools.  They must meet high qualification standards as they offer essential advice and financial planning. They regularly meet with clients and review progress towards long-term objectives.

    What we do to give you peace of mind.

    • Our global experience provides a steady hand through all market environments.
    • We treat each portfolio with the same high priority, customizing them to each client's needs.
    • Clients receive detailed portfolio reports every quarter. Full disclosure is provided - nothing is hidden.
    • Safekeeping for all portfolios is provided by one of Canada's largest financial institutions.
    • There is minimized security- or company-specific risk with our portfolio approach.
    • We partner only with approved, top-quality advisors.
    • All portfolios are balanced mandates that are broadly diversified.
    • Comprehensive risk controls are employed, both in our systems as well as our portfolios.
    • Our proprietary portfolio-building engine ensure that all portfolios achieve the highest fidelity to our investment strategies.

  3. Clients are in Good Company

    Hahn Investment is one of Canada's most sophisticated investment managers.  Its investment techniques have been developed over a period of more than two decades; our research recognized around the world.  Tens of billions have been stewarded by our professionals.  We're proud to be leaders in North America with our proprietary i-WRAPs Performance Engine , an innovation developed by our firm.

    Why clients are assured with Hahn Investment managing their assets.

    • We're an independent firm, specializing in only one business.  It's all we do and what we do best. There are no conflicts of interest.
    • Our activities exceed the highest fair-dealing standards in the world.
    • Our services are all web-based.  Clients can access their portfolio at any time.
    • Portfolio assets are not "pooled" with other mutual investors.  Every client account is segregated.  That means clients directly own all securities and can better control tax consequences.
    • We champion full transparency … no layers of fees and charges.
    • All portfolios are covered by the Canadian Investor Protection Fund.

The HAHN Wealth Navigator™

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The Hahn Wealth Navigator™ represents a series of 9 i-WRAP™ portfolios available for account sizes from $100,000.  This innovative new approach allows our firm to offer a “managed account service” usually only available to clients with investable assets in excess of $1 million at a reasonable fee.

A service offering better quality, global portfolio management services at significantly less costs than typical mutual funds or Wrap services.

Please contact one of our accredited advisors for further information.  To an advisor near you please contact us.

Hahn Investment Stewards and Company is leading the way in offering better savings solutions with value and integrity.

Contact one of our service partners for more information. Or, talk to your trusted independent financial advisor to see if they have qualified to join our selected group of distributors.

 

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