Hanlon Investment Management Hanlon Hanlon

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"We enjoy working with Hanlon because they provide us with personalized service and advice. They are very responsive, easy to reach and work in partnership with us just as if they were true members of our team."

Betty Wellhoefer Hill, CFP^®, MBA

Certified Financial Planner

Betty Wellhoefer Hill is a registered representative and advisory representative of JW Cole, Member FINRA and an SEC Registered Investment Adviser, DBA Crescendo Wealth Management, LLC. Although not specifically compensated for this endorsement, Ms. Wellhoefer Hill and JW Cole do receive a share of the advisory fee paid to Hanlon from those clients that Ms. Wellhoefer Hill refers to us.

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"My relationship with Hanlon is not just about business but on all topics concerning business, life and family. We have grown and built a lasting trust.
Hanlon is not about a quota to increase sales but instead offers a genuine partnership as they care about the people they work with and the clients they serve.
Knowing Hanlon has benefited my business as I gained experience and knowledge in the financial industry from proven professionals."

Ron Hoyle

Certified Financial Planner

Ron Hoyle is a registered representative and advisory representative of JW Cole, Member FINRA and an SEC Registered Investment Adviser, DBA CORE Integrated Wealth. Although not specifically compensated for this endorsement, Mr. Hoyle and JW Cole do receive a share of the advisory fee paid to Hanlon from those clients that Mr. Hoyle refers to us.

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"Hanlon Investment management has been a true and real partner to our financial practice. They help us with valuable tools to assist in both client acquisition, onboarding
and ongoing client service. I cannot offer but the highest recommendation of Hanlon. The entire team there are the best resource
I've had in my 40 year career! Give them a opportunity to prove Hanlon's value to you practice."

Eric T. Nichols, ChFC, AIF^®

Chartered Financial Consultant

Eric Nichols is a registered representative and advisory representative of United Planners Financial Services of America LP, Member FINRA and an SEC Registered Investment Adviser, DBA Eric Nichols. Although not specifically compensated for this endorsement, Eric Nichols and United Planners Financial Services of America LP, do receive a share of the advisory fee paid to Hanlon from those clients that Eric Nichols refers to us.

2024 Partner Meetings

Livonia, MI – Partner Meeting

Meeting Agenda

Spring Partner Meeting – Livonia, MI
Marriott Hotel, Livonia, MI – Tuesday & Wednesday, April 23 & 24, 2024
To Register/RSVP for Livonia, MI – Partner Meeting, Click Here.

Philadelphia, PA – Partner Meeting

Meeting Agenda

Spring Partner Meeting Agenda – Philadelphia, PA
Warwick Hotel, Philadelphia, PA – Tuesday & Wednesday, April 30 & May 1, 2024
To Register/RSVP for Philadelphia, PA – Partner Meeting, Click Here.

2024 Hanlon Webinar Series

Hanlon 2024 Webinar Series with Beaumont Capital Management	Hanlon 2024 Webinar Series with Nasdaq Dorsey Wright	Hanlon 2024 Webinar Series with Zacks Investment Management

A History Of Partnering With Advisors

Hanlon is an innovative asset management and boutique platform provider with more that 20 years experience in the industry. We have dedicated two decades to the success of providing comprehensive wealth management solutions for advisors and their clients. This time has uniquely qualified us to understand the personal needs of our clients and advisors. Our world-class managed accounts and wealth management platform provides a coordinated and comprehensive approach to the third-party investment management space and includes many of the world’s largest money managers. The platform portal provides advisors with seamless access to all relevant information including the creation and execution of all portfolio needs including Investment Proposal creation and asset allocation money movement.

Together We Empower Our Partners To Achieve More

Our goal at Hanlon is to collaborate with our partners, helping them leverage technology and middle office giving them a broader and stronger foundation from which to grow. RIAs and advisors partner with us to grow their revenue while providing greater service to their clients. We provide our partners with a collaborative approach to case design and income planning, as well as the technology to increase operating efficiency.

“Market on Close” interview with Sean Hanlon