HAHN Philosophy
| Meet our Advisor/Partners | TOTAL STEWARDSHIP |
We work for our clients only.
So do our Advisor / Partners.
They are independent, experienced, fee-for-service practitioners who focus on client requirements. Most have the distinguished designations behind their name - RFP, CGA, CA or CFP.
All fully disclose their fees. They provide holistic, comprehensive financial planning and advisory services. Many have clients who are resisting high mutual fund MERs.
Clients recognize the value of a transparent, fee-only relationship that aligns their own best interests with those of their professional service providers. As portfolio managers, we sell no products. We are free of any commissions-based remuneration, product bias, or mainstream thinking. As a matter of principle and service, we avoid anything that might cause a conflict of interest or influence our ability to deliver objective investment portfolio recommendations.
Our clients find comfort in knowing that they have a plan tailored to help them meet 'their' objectives, developed to address 'their' requirements and managed by a team of professionals.
The i-WRAPs™ Edge
There is only one way to reliably meet wealth management needs — total stewardship. That means unbiased asset management advice, reasonable fees, and uncompromising research. In short, putting client needs first.
Two decades of experience in the global wealth management industry have made it clear that this industry has been more about salesmanship, speculation and share-of-market … not stewardship.
Client satisfaction and your money have clearly ranked a distant second priority.
The facts speak for themselves. According to the Dalbar Report, the average equity fund investor experienced a return of only 2.6% per annum between 1992 and end-2002. And, this during the greatest bull market of the last century. The average mutual fund charged fees and transaction costs per annum of at least as much. By comparison, the S&P 500 Index (a broad US stock market index) rose 11.2% per annum during this period. A similar experience applies to bond mutual funds.
Is this value … a product of integrity? Over the period reviewed, for every $1 the investor earned, the wealth management service providers collectively earned the same. That proved to be a lean deal considering that the client takes ALL the capital risk … and ALL the retirement risk.
There is a better way – Introducing i-WRAPS: The Future of Investing. We invite you to download the article of the same name from our home page. It’ll explain our innovative approach.
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.
Please contact us for more information.
It is our goal to be First in Global Value and to steward your money with integrity and value.
Wilfred J. Hahn
Founder
Hahn Investment Stewards & Company Inc.
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