Hanlon offers an intelligent, complete, and comprehensive solution for you and your entire practice.

Running a financial practice requires you to manage your most valuable resource, TIME. The problem however, is how do you most efficiently use that resource? Is it handling back office duties or getting disparate technologies to work with each other? Do you spend it hiring additional staff to perform these functions, along with the burden that comes with it? At Hanlon, we believe we have a better way to spend this valuable resource. We empower you to spend it…WITH YOUR CLIENTS!

Let Hanlon help so you can focus on your clients.

Asset Management

We have an in house research team that is comprised of industry experts and veterans who have assembled a long-term proven and verified track record in institutional asset management with close ties to key institutional asset managers.



In todays world of advising, you need a suite of tools. We combine advisory services with state of the art technology that integrates CRM, portfolio management, financial planning, trading & rebalancing, a custom branded client portal and so much more.


Middle & Back
Office Services

For you, staffing for client service transactions, reconciliation, and compliance is challenging and distracts from your primary focus. We put an end to this with our middle & back office services.


One Platform. Full Integration. Infinite Potential.

Find Out How Its Done

See how you can stay in front of your clients and…

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