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William H
Series 65
Fort Collins, CO
Haas Capital Management LLC
William Haas is the sole advisor at Haas Capital Management LLC in Fort Collins, CO, holding a Series 65 credential with 14 years of industry experience. He has been self-employed since 2007. Outside of advisory work, Haas is involved in tree farming and consulting activities. Haas Capital Management provides discretionary portfolio management to high-net-worth individuals, trusts, pension funds, charitable organizations, and corporate clients. The firm emphasizes fundamental investment factors such as earnings, dividends, and valuation, managing accounts with a preference for multi-year holdings and active trading strategies.
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