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 provides discretionary investment management and consultative financial planning to individuals and a range of institutional clients, including corporate pension and profit‑sharing plans, private foundations, endowments, and nonprofit organizations. The firm reports approximately $44.8 million in regulatory assets under management and additionally advises retirement-plan assets under an ERISA 3(21) arrangement. The firm’s investment process is driven by macroeconomic analysis and a diversification-focused approach consistent with modern portfolio theory, implemented primarily through ETFs, mutual funds, and separately managed accounts tailored to client risk tolerances. Portfolios are managed with attention to tax consequences and may employ tactical measures — for example, covered-call or collar strategies and managing around legacy positions — with periodic reviews performed on a regular schedule. Notably, Hegdahl routinely serves retirement-plan clients as an ERISA 3(21) adviser and reports a material amount of assets as Assets Under Advisement, a service offered by a minority of independent, single-advisor firms. It operates as a solo practice with documented safeguards around direct fee deductions (including custodian notice and itemized invoicing) and maintains legacy fee arrangements for long‑standing clients.
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.
You can also browse Hegdahl Investment Management, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Fairbanks, AK
| 0
| |
Seattle, WA
| 12
|
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