Hacket Asset Management, Inc.

Hacket Asset Management, Inc. provides discretionary investment supervision and portfolio management primarily to individual investors, but also to pension and profit-sharing plans, trusts, institutions and charitable organizations. The firm offers individually managed accounts and the option for non-discretionary arrangements, and it also provides occasional hourly consulting in addition to asset-based advisory services.

Portfolios are constructed for each client using a value-oriented equity approach—seeking undervalued stocks with reasonable price-earnings metrics, cash flow and above-average yields—combined with both fundamental and technical analysis; option strategies and short-term trades may be used when appropriate. Fixed-income investments are selected to meet defined objectives such as income or total return, and accounts are reviewed monthly by the firm’s principal with custodial statements sent directly to clients.

Compared with many peers, the firm operates as a small, solo practice with a limited client roster and roughly $11.4 million in assets under management, a scale that implies a hands-on relationship between the advisor and clients. The firm participates in the Schwab Advisor Services platform and receives certain institutional services and economic benefits through that program, and it does not vote client proxies (custodians send proxies directly to clients).