How long has Hanson McClain invested clients’ assets?

Hanson McClain has invested clients’ assets since 1993.  Scott Hanson and Pat McClain, along with all Advisors, had extensive experience and credentials prior to joining Hanson McClain.  You will be working with a tenured Advisor who has comprehensive knowledge in all areas of financial planning.

What is Individual Managed Asset Program?

Hanson McClain manages client assets as a team, providing the benefit of experienced perspectives.  Our methodology is based on a combination of quantitative and qualitative analyses to assess risk and develop a well-balanced portfolio.  Our investment philosophy builds in the need for ongoing portfolio review, which allows for us to take advantage of an ever-changing market.

How is Individual Managed Asset Program unique?

We do not subscribe to the theory that “hot stocks” are the key to long-term financial success. 

Hanson McClain manages our clients’ assets in a systematic, prudent fashion.  Returns are important, as is risk, in equal measure. 

How do you select the appropriate investments?

Hanson McClain bases our methodology on both quantitative and qualitative metrics to identify investment tools for a well-balanced portfolio.  Our quantitative analysis includes a series of statistical parameters that our advisory team uses when selecting the investment tools that best suit our clients’ objectives.  We also incorporate several qualitative factors that include whether or not the manager’s strategy aligns with what Hanson McClain believe will add value to our portfolios. 

Do you rebalance my portfolio?

Yes.  Our investment philosophy builds in the need for ongoing portfolio review, which allows us to evaluate your holdings in light of ever-changing markets.

Do you have a minimum investment?

Yes.  Our minimum household investment is $250,000.

What if I need monthly income?

Many clients need to start taking monthly income from their investments.  We can issue a check or send the funds electronically to your bank on the day you prefer.  If withdrawing from an IRA, Federal and State taxes can be withheld on each withdrawal.  This may eliminate the need for you to make estimated quarterly tax payments.

Will I have online access?

You will have internet access to your portfolio, which can be downloaded to most finance programs.  You will also receive monthly statements.

How do I get started?

We invite you to contact us via email or call 800-482-2196.