Hager Investment Management Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$210,738,973
Clients
171
Advisors
4
of 4 employees
About
Hager Investment Management Services, LLC is an advisory firm with a four-advisor team managing roughly $221.6 million for about 171 clients. It provides ongoing discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, small businesses, trusts, estates, and charitable organizations.
The firm builds client portfolios using a mix of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, and tailors strategies to individual goals, time horizons, and risk tolerance. HIMS integrates cash-flow, tax, and estate considerations into its planning process, conducts regular account reviews and quarterly reporting, and evaluates opportunities such as rebalancing and tax-loss harvesting.
Distinctive features include providing ERISA 3(21) limited-scope fiduciary services and participant education for workplace retirement plans and an explicit practice of serving nonprofit and charitable clients under a separate nonprofit fee arrangement. The firm also discloses use of a broader set of trading strategies (including options, margin, and other derivatives when appropriate) and maintains limited custody relationships (e.g., standing letters of authorization and accounts where representatives act as trustee or agent) subject to required oversight.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,500,000: 0.75% annually $2,500,000+: 0.50% annually
Account minimum: $500,000
Main office
280 Main Street
New London NH 03257
Advisors at this office
4
Most active in
Maine · Massachusetts · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Peter H
Series 63
New London, NH
Hager Investment Management Services, LLC
Peter Hager is a financial advisor with Hager Investment Management Services, LLC, holding a Series 63 designation and over 25 years of industry experience. He has been with Hager Investment Management Services since 1982. Hager Investment Management Services is a family-managed registered investment adviser that provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm employs a client-specific investment approach combining fundamental, quantitative, and cyclical analysis with modern portfolio theory, and maintains a defined retirement-plan practice including plan monitoring and participant education.
Robin B
CFP®, Series 63, Series 65
New London, NH
Hager Investment Management Services, LLC
Robin Brigham is a CFP® with 10 years of industry experience, currently serving as an advisor at Hager Investment Management Services, LLC since 2015. Based in New London, NH, Brigham holds Series 63 and Series 65 licenses. Hager Investment Management Services is a family-managed registered investment adviser that provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm combines asset management with planning focused on cash flow, tax, estate preservation, and risk management, utilizing a mix of fundamental, quantitative, and cyclical analysis guided by modern portfolio theory.
Michael B
Series 65
New London, NH
Hager Investment Management Services, LLC
Michael Bechtold is a financial advisor at Hager Investment Management Services, LLC with four years of industry experience. He holds a Series 65 credential and has worked at Hager Investment Management Services since 2021. His prior experience includes roles at the Orbit Group, the University of New Hampshire, and the Kearsarge Regional School District. Hager Investment Management Services, LLC is a four-advisor firm managing approximately $221.6 million for around 171 clients. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, small businesses, trusts, estates, and charitable organizations, using a blend of fundamental, quantitative, and cyclical analysis combined with modern portfolio theory.
Andrew H
Series 65
New London, NH
Hager Investment Management Services, LLC
Andrew Hager is a financial advisor with Hager Investment Management Services, LLC, holding a Series 65 designation and 26 years of industry experience. He has been with Hager Investment Management Services since 2014. Hager Investment Management Services is a family-managed registered investment adviser serving individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services, employing a combination of fundamental, quantitative, and cyclical analysis along with modern portfolio theory to tailor portfolios to client objectives and risk tolerance.
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