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.
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.