Hatchet Financial, LLC

Hatchet Financial, LLC provides investment management and both comprehensive and project‑based financial planning for individual clients, including some high‑net‑worth individuals. The firm offers discretionary portfolio management and, when appropriate, referrals to third‑party managers and other professionals to support client goals.

The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, using a mix of passive and active strategies and fundamental analysis to build long‑term portfolios aligned with each client’s risk tolerance and objectives. Hatchet customizes plans, accepts reasonable client‑imposed restrictions in writing, and monitors any engaged third‑party managers for continued suitability.

Noteworthy features include the firm’s very small scale and recent formation — operating with a single registered advisor, roughly $1.2 million in assets under management, and only a couple of client relationships — and the principal’s full‑time outside employment in the security industry. The brochure also discloses that Hatchet requires clients to custody assets at a specific institutional custodian and maintains fee‑sharing/referral arrangements and other economic relationships with recommended third‑party managers and service providers, which it says are disclosed to and monitored for conflicts of interest.