HAHN Distinctives

| Driving Change | Are All Wealth Managers the Same? |

Are All Wealth Managers the Same?

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Six reasons why we are different

1. We offer a sophisticated institutional-quality service to all our clients.  Our investment management process is a seven-stage top-down, globally-oriented process that, in combination with our comprehensive, bottom-up screening criteria, and multiple risk-management criteria, delivers stable returns.



2. We manage individual client "portfolios," not products.  With a "portfolio approach" we avoid the classic portfolio mistakes that often cause portfolios to under-perform over the long-term - not enough diversification, too little fixed-income, too much risk or infatuation with the latest popular strategies.



3. We strive to deliver absolute returns, not relative returns.  Clients want to know how well they are progressing to their goals, not how well they are doing relative to a benchmark.



4. We actively manage passive investments, exclusively employing ETFs, to provide clients with a globally diversified, low cost investment portfolio with sensible risk management.  We seek and deliver efficiencies through our portfolio building and management engine - the only one of its kind in North America.



5. Importantly, we strive to reduce portfolio management costs.  We think this is so crucial that we have developed our own proprietary software to do so. By controlling management and transaction costs, we can help contribute to achieving your goals.*



6. We've raised the bar by exceeding "fair-dealing" standards.  Our activities exceed the highest fair-dealing standards in the world.

* Portfolio management fees in combination with our Advisor/Partner fees are significantly less that the average mutual fund MER fee.

Driving Change

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Hahn Investment is driving change in delivering value and integrity.  We’re harnessing new technologies and investment approaches that deliver value and performance.

We recognize the needs of our times — a burgeoning future retirement class and challenging investment climates.

We provide sophisticated, global portfolio management services. That takes experience and an understanding of the tried and true theories of sustainable wealth generation. Doing so, we only practice what is proven to work and offers value to our clients. We believe that if we take care of the risks, the positive outcomes will largely look after themselves. And, we take responsibility for our client’s assets, deriving no satisfaction from the fact that we may have outperformed other wealth managers when our clients face negative returns.

Hahn Investment stands for an association of like-minded financial professionals that practice true stewardship in every sense of the word. Reasonable fees, a rock-solid investment approach, and an awareness that it’s your money.

We are First in Global Value, actively and efficiently managing, global portfolios employing exchange listed portfolios (ETFs).