A complete list of active advisors currently associated with Haas Financial Services Inc
Warmer can help you find a great advisor at Haas Financial Services Inc or one who fits your needs even better.
Haas Financial Services serves individual investors, trusts, estates and small businesses with active investment management and comprehensive financial planning. The firm provides portfolio management for retirement and non-retirement accounts and also offers planning, tax and insurance review, while retaining the ability to use commissionable products such as fixed annuities and insurance when appropriate. The adviser runs a discretionary, active money-management program that monitors markets on a daily, weekly and monthly basis and emphasizes trend-following and momentum strategies, with use of stop-losses and defensive allocations when warranted. Portfolios are primarily built with no-load mutual funds and ETFs but may include alternative sector exposures (e.g., precious metals, real estate, convertibles) and long-short approaches depending on the selected model. Compared with many independent, solo-advisor firms, Haas mixes standard percentage-of-AUM portfolio management with less-common activities for this category: it accepts commissions for certain insurance and annuity products and operates a wrap-style money management program. The practice is small and advisor-led (one CFP®-certified advisor managing a concentrated client base and roughly $4.4 million in assets), and it offers a range of engagement types including fixed-fee plans, retainers and hourly limited-scope work.
To learn more about the advisors currently working at Haas Financial Services Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Commerce Twp, MI
| 15
|
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