Hanson Financial Group

Hanson Financial Group primarily serves pooled investment vehicles and institutional or business clients, providing discretionary investment supervisory and portfolio management services. The firm is newly established and, at the time of its brochure, reported no client accounts.

The firm follows a tactical allocation approach intended to manage risk and seek performance, constructing custom discretionary portfolios that may include listed equities and fixed income, derivatives (options and futures), short sales, margin, exchange-traded products, and interests in real assets such as REITs and oil and gas. Portfolios are monitored periodically and the advisor may recommend reallocations, sector weightings, use of cash positions as hedges, or selling for tax or risk reasons to align with client objectives and risk tolerances.

Notably, Hanson Financial Group does not use a percentage-of-assets fee model common to many investment managers and instead relies on fixed periodic management and an initial setup fee structure negotiated with clients. The firm is a single-adviser practice led by an investment professional with an academic background (PhD and a full‑time university appointment), does not maintain custody of client assets (custodians provide account statements), and does not provide separate written account reports beyond custodial statements.