Palm Harbor, FL Alt. 19 N. Office

Nathan G. Hanna, LLC provides investment supervisory services and financial planning to individuals, high‑net‑worth individuals, trusts, estates, and charitable organizations. The firm prepares an Investment Policy Statement for each client and advises across a range of vehicles including mutual funds, equities, bonds, ETFs, REITs, real estate interests, and insurance products such as annuities.

The adviser employs multiple methods of analysis—charting, fundamental, technical, and cyclical—and uses long‑term trading, short‑term trading, and, when appropriate, short sales. Client goals, tax considerations, and risk tolerance are documented in the Investment Policy Statement, the firm generally operates under discretionary authority to implement those plans, and accounts are reviewed at least quarterly.

Noteworthy features include the firm’s work with charitable organizations (a less common client type among peers) and the use of higher‑risk strategies such as short sales. The adviser is also a licensed insurance agent and discloses potential conflicts from recommending commissionable insurance products and from fee‑sharing arrangements with third‑party managers; the firm reports roughly $31 million in assets under management, serves about 142 clients, and has no stated account minimum.