Hanlon Investment Management Inc

Financial Services - Egg Harbor Township, NJ, US

Hanlon Investment Management Inc Employees
Sean Hanlon

CEO and Co-Chief Investment Officer of Hanlon Investment Management

Contact Sean Hanlon

Michael Porto

Marketing Communications Associate & Graphic Designer

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Helen Lucht

Client Relationship Manager

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Hanlon Investment Management Inc Senior Management
Sean Hanlon

CEO and Co-Chief Investment Officer of Hanlon Investment Management

Contact Sean Hanlon

Wade Waller

Chief Product Officer

Contact Wade Waller

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Hanlon Investment Management Inc Details

Hanlon is an innovative, New Jersey based, asset management firm with more than 20+ years experience partnering with planning minded financial advisors in delivering personal & proven outcomes to clients nationally. We have dedicated our two decades of service to providing comprehensive wealth management solutions for retail clients and specific investment solutions for advisors and their clients, making us uniquely experienced and qualified to understand the needs of clients and advisors. Our world-class managed account and wealth management platform provides a single sign-on front, middle and back-office solution, and includes an extensive list of proprietary and third-party investment management solutions. Through our total solution workstation, advisors can access daily updated accounts from a select list of custodian, see intraday account activity, open accounts with an innuitive investment proposal tool and receive unlimited account aggregation. In addition, we provide a next-generation income planning process allowing you and your clients to create an interactive, personal written income plan with customized investment execution.Delivering and enabling successful client outcomes is our business and passion.

Hanlon Investment Management Inc logo, Hanlon Investment Management Inc contact details
Website: hanloninvest.com
Employees: 100 - 249
HQ: 888-641-7100
Location: Egg Harbor Township, NJ, US
Revenue: 10 - 20 Million
Mutual Funds Brokerage Accounts Managing Retirement Plans Turnkey Asset Management Platform FinTech Investment Advisory Fully Integrated Advisory Software Middle & Back Office Services Model Managers TAMP Middle & Back Office Services Financial Services Financial Advisory Services Accounting Accounting Legal
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