The management of inter-generational wealth requires a diversified, customizable approach able to meet both the current needs of the family and those of future generations. HAHN provides a range of globally diversified core and income-focus mandates to match each family’s investment objectives and risk tolerance, and may be used as either a core or completion strategy in the overall investment policy.
HAHN is dedicated to the effective stewardship of assets by offering prudently diversified investment strategies designed to provide better returns with less risk at lower cost. By combining active global asset allocation with effective risk management and best of breed ETF selection, our disciplined investment process has delivered stable, risk-adjusted returns for more than ten years. We have the longest track record in the world of any global investment firm exclusively utilizing Exchange Traded Funds (ETFs) to build balanced, global portfolios in separately-managed accounts (SMAs).
We manage individual client portfolios, not products. Our proprietary technology platform enables us to customize client mandates easily, and further serves to reduce portfolio management and transaction costs while ensuring fair dealing when rebalancing or implementing asset allocation decisions. Our strategy of utilizing exchange traded funds to implement our global asset allocation strategy ensures superior diversification, liquidity, transparency and tax efficiency.