A complete list of active advisors currently associated with Hager Investment Management Services, LLC

Warmer can help you find a great advisor at Hager Investment Management Services, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Hager Investment Management Services, LLC, 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
Michael Bechtold	New London, NH	4
Robin Brigham	New London, NH	10
Andrew Hager	New London, NH	27
Peter Hager	New London, NH	25

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