A complete list of active advisors currently associated with Hegdahl Investment Management, LLC
Warmer can help you find a great advisor at Hegdahl Investment Management, LLC or one who fits your needs even better.
Hegdahl Investment Management advises individual investors and a small number of institutional clients, including corporate pension and profit‑sharing (ERISA) plans, as well as private foundations, endowments, and non‑profit organizations. The firm provides discretionary and non‑discretionary portfolio management and financial planning services, managing roughly $40.7 million across about 30 client relationships. Investment decisions are guided by macroeconomic analysis within a modern portfolio theory framework, with portfolios typically implemented using exchange‑traded funds, mutual funds, and separately managed accounts. Portfolios are tailored to client objectives and tax considerations, and may include tactical allocations such as covered call writing or collars to manage concentrated positions or income needs. Compared with many solo independent advisors, the firm’s work with ERISA retirement plans and its maintained ERISA disclosures (including a legacy flat‑fee defined contribution plan arrangement) are less common for a firm of this size. The firm emphasizes institutional credentials (the principal holds the CFA charter and has prior investment and corporate experience), does not accept commission‑based compensation, and leaves custody and proxy voting to client‑selected custodians.
To learn more about the advisors currently working at Hegdahl Investment 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 |
|---|---|---|
Seattle, WA
| 12
|
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