A complete list of active advisors currently associated with Hansa Investments LLC
Warmer can help you find a great advisor at Hansa Investments LLC or one who fits your needs even better.
Hansa Investments LLC provides ongoing portfolio management and financial planning for individuals, including high‑net‑worth clients, and offers pension consulting services for employee benefit plans such as 401(k) plans. The firm also offers insurance products and annuities through its licensed insurance activity and documents client goals and risk tolerance in written Investment Policy Statements. The firm’s investment approach combines multiple methods of analysis — including fundamental, quantitative, technical, cyclical, and modern portfolio theory — and employs a range of strategies from long‑term investing to short‑term trading, options and short sales, and selective use of private placements and precious‑metals ETFs. Hansa generally seeks discretionary authority, provides quarterly account reviews, and requires use of designated custodians, arrangements that can include access to institutional research and other custodial services. What is noteworthy relative to peers is the combination of pension consulting and licensed insurance sales at a small, independent advisory firm, a mix the brochure discloses can create conflicts of interest when commissionable products are recommended. The firm’s concentrated client base and the use of non‑standard instruments (options, short sales, venture/private placements) alongside institutional custody relationships represent an unusually broad service and product scope for a firm of this scale.
To learn more about the advisors currently working at Hansa Investments 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 |
|---|---|---|
Stevenson, MD
| 29
|
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