February 7, 2019

NEW! Account Onboarding Has Never Been Easier.

Hanlon is proud to announce improvements to the Advisor Portal making it even easier for you to open, and obtain service request forms for, Client Accounts!

Open an Account button: Our Automated New Account Opening guides you through the investment selection process, generating a pre-filled Investment Management Agreement and the required and optional custodian forms for the selected custodian and specific account type.  A nicely organized Manual Account Opening is also available, where you quickly access all the new account forms for you to download/print, complete, get signed and submit. Service an Account button:  Quickly access the required and optional forms for the account custodian by account type and service action.

Excited about the changes? There’s more to come! We will continue to work to deliver the full electronic, paperless Account Opening & Servicing experience! Stay tuned for more details.   Have Questions or Need Help? Our Service Team is here (888) 641-7100 or ServiceTeam1@Hanlon.com for assistance.

NEW! Non-Model Services & updated Investment Management Agreements   NEW Non-Model Assets Service as part of our Flexible Asset Management Services (FAMS) offering! Advisors can now offer clients’ portfolios that contain the clients already held Non-Model Assets – holdings the client and Advisor do not want to sell at account opening but want to be actively managed by Hanlon and included in the overall account risk profile! Hanlon provides the research coverage on these Non-Model Assets and advisors and clients decide the best time to diversify away from them. An Updated Fee on our most recent Investment Management Agreements. Hanlon’s Annual Management Fee now includes a maximum 1.25% Financial Representative payout. As always, Financial Representatives may reduce their portion of the Management Fee.

Contact our Sales Team at (888) 641-7100 for more information.

Hanlon Investment Management is an SEC registered investment adviser with its principal place of business in the State of New Jersey with offices at 3393 Bargaintown Rd., Egg Harbor Township, NJ 08234. Being a registered investment advisor does not imply any level of skill or training. Hanlon Investment Management and its representatives are in compliance with the current registration and notice filing requirement imposed upon registered investment advisers by those states in which Hanlon Investment Management maintains clients. Hanlon Investment Management may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. This weekly update is limited to the dissemination of general information. Any subsequent, direct communication by Hanlon Investment Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status, service and fees of Hanlon Investment Management, please contact Hanlon Investment Management or refer to the Investment Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ).   For additional information about Hanlon Investment Management, including fees and services, send for our disclosure statement as set forth on Form ADV from Hanlon Investment Management using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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3393 Bargaintown Road | Egg Harbor Township, NJ 08234 (888) 641-7100 |  www.hanlon.com