A complete list of active advisors currently associated with Hanover Advisors, Inc
Warmer can help you find a great advisor at Hanover Advisors, Inc or one who fits your needs even better.
Hanover Advisors serves individual clients (including high‑net‑worth households) as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and pension consulting services, and manages roughly $353 million in client assets across a small advisor team. The firm’s investment process combines fundamental analysis and Modern Portfolio Theory with both long‑ and short‑term trading, option strategies, and the use of margin when appropriate, and it constructs customized portfolios based on each client’s suitability information. Hanover typically manages accounts on a discretionary basis, monitors accounts daily, conducts at least monthly reviews, and provides regular written reports to clients. Compared with many peers, Hanover is a wrap fee program sponsor that absorbs transaction charges for participating clients and explicitly discloses the use of borrowing/margin in client accounts and option and short‑selling strategies. The firm also offers a tax‑free income account focused on municipal bonds intended to be held to maturity, provides quarterly reports prepared by an independent third party, and discloses arrangements with insurance consulting associates who may receive separate commissions or referral fees.
To learn more about the advisors currently working at Hanover Advisors, 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 |
|---|---|---|
Marietta, GA
| 6
| |
Marieta, GA
| 6
| |
Seneca, SC
| 7
|
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