Partnership
February 11, 2021
Partnership With Hanlon
RIAs and advisors partner with us to grow their revenue and provide better service and outcomes to their clients. We provide our partners with a collaborative approach to Case Design and Income Planning as well as the means to offer personal & custom services to their mass-affluent & high net worth clients.
What Does It Mean
Access to our 20+ years of experience in the asset management and client management space.

Benefiting from our knowledge, skills and contacts.

Sharing in the unique perspective that we bring.

Working with you to understand your clients’ investment attitudes, needs and unique personalities.

Focusing on the bigger, holistic picture, not just the investments and asset allocation.

Providing appropriate investment options, explaining the risks and costs of those options.

Sharing our resources, thus allowing you to make personal investment decisions for each client targeting a higher probability of success.

The ability to provide each client a personal, written Voyage Income Program (VIP) with a customized implementation.
How We Add Value
Case Design – A client questionnaire presents the information needed to prepare each client’s personalized Voyage Income Program (VIP)

Income/Outcome Based Investing – The personal VIP guides results in a customized implementation to allow for unique added value using the Premier Multi-Manager Solutions (PMMS)

Diversification – The Premier Multi-Manager Solutions offer access to some of the world’s most well-known investment managers, investing in a diverse set of asset classes, with competitive risk-adjusted returns

Our History – Our Firm has partnered with advisors for more than 20 years, affording us a firsthand look at what makes for a successful partnership and allows advisors to attract and retain high net-worth clients
To discuss this opportunity and how to use it to grow your practice and brand, please call our Sales Team at (888) 641-7100 or email Sales@Hanlon.com.
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. 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