A complete list of active advisors currently associated with Hatree Advisory Group, LLC

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Hawtree Advisory Group, LLC provides asset management, variable annuity monitoring and sub-account allocation, and financial planning and consulting for individual clients, including high-net-worth households. The firm offers ongoing portfolio management on either a discretionary or non-discretionary basis and tailors allocations to clients’ goals, risk tolerances, and imposed restrictions. Hawtree’s investment approach is tactical, using relative strength analysis combined with technical analysis to select and adjust among five model portfolios (Income; Income with Growth; Growth with Income; Moderate Growth; Aggressive Growth). The firm can actively trade client accounts — including holding positions for 30 days or less — and periodically rebalances and reallocates both managed accounts and variable annuity sub-accounts as part of its monitoring services. Noteworthy differences from many peers include a general $250,000 aggregate account minimum (waivable in limited circumstances) and household aggregation for account handling and fee determination. Hawtree also requires custody at its designated broker/dealer/custodian to receive asset management services and does not vote client proxies, which are sent directly to clients by the custodian.

To learn more about the advisors currently working at Hatree Advisory Group, 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.