A complete list of active advisors currently associated with Hanover Strategic Management, LLC
Warmer can help you find a great advisor at Hanover Strategic Management, LLC or one who fits your needs even better.
Hanover Strategic Management, LLC provides discretionary and non‑discretionary investment management to individuals, trusts, charitable organizations and other entities, operating with a relatively small client roster of 43 accounts and approximately $120.5 million in total assets under advisement. The firm documents client goals and restrictions through an Investment Management Agreement and Investment Policy Statement and generally requires a stated account minimum of $250,000. The firm’s investment approach is value‑oriented, combining fundamental research with quantitative analysis to identify opportunities and emphasize sector‑level positioning relative to a broad market benchmark; portfolios are globally diversified to manage traditional market risk. Hanover may implement long‑term and short‑term positions and, when appropriate, more active tactics such as short sales, margin and options, and it uses a sector analysis model and periodic performance attribution to monitor allocations. Distinctive features include a small, senior advisory team with institutional fixed‑income and asset‑management experience and a history of operating a long/short hedge fund (the Hanover Strategic Value Fund LP, closed in 2017), which indicates familiarity with more complex strategies beyond typical long‑only management. The firm manages the majority of its client assets on a discretionary basis, performs at least monthly account reviews, and provides written performance updates and attribution reports on request while maintaining internal compliance and personal‑trading oversight.
To learn more about the advisors currently working at Hanover Strategic Management, 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 |
|---|---|---|
Wellesley, MA
| 20
| |
Wellesley, MA
| 17
|
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