Financial Advisors

HAHN supports financial advisors by providing personalized, outsourced solutions for managing your clients’ investments while freeing you to focus on building and strengthening your practice. Our referral program provides full transparency to your client accounts through online access, with sophisticated client reporting. You remain in control while knowing your clients’ needs are well served.

By combining active global asset allocation with effective risk management and best of breed ETF selection, our disciplined investment process has delivered a record of stable, risk-adjusted returns of more than seven years. We have the longest track record in the world of any global investment firm building balanced, global portfolios in separately-managed accounts (SMAs) exclusively utilizing Exchange Traded Funds (ETFs). HAHN offers a wide range of globally diversified core and income focus portfolios to meet the individual needs of your clients.

HAHN delivers its services both through a group of approved referring agents including independent mutual fund dealers, IIROC dealers and insurance brokers and through non-licensed advisors who choose to refer their clients to our managed account platform. Advisers planning to refer a significant portion of their business to HAHN are eligible to receive financial and administrative support through their transition. In addition, HAHN provides a wide range of marketing and educational materials to support you in your efforts.

With the increased complexity and volatility of today’s markets, outsourcing investment management to HAHN provides both you and your clients the peace of mind and financial security that comes with a proven, disciplined investment process combined with strong client relationships.


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