Asset management is truly a team effort, and we believe we must work together to develop the tools to help build balanced portfolios. Led by an internal investment committee consisting of experienced financial advisors, Hanson McClain Strategic Advisors utilizes formal decisionmaking processes designed to provide a unique perspective and expertise as you advise your clients.

Hanson McClain Strategic Advisors’ asset management program, the Select Allocation Program, includes both quantitative and qualitative metrics to provide a well-balanced portfolio. It is based on a foundation of industry knowledge, data, and our commitment to clients.

We realize conditions may dictate portfolio rebalancing throughout the year to support your clients’ goals. Our structured process, focused on both macro-economic factors and internal active manager research, provides the framework for our asset management program.

The Conservative Portfolio

The Hanson McClain Strategic Advisors Conservative Portfolio is designed for investors seeking to position the portfolio with an income-first objective as well as a conservative growth objective. Reducing risk is a higher priority than growth potential. This portfolio is consistent with investors with a time horizon longer than three years.

The Moderate Conservative Portfolio

The Hanson McClain Strategic Advisors Moderate Conservative Portfolio is designed for investors seeking to position the portfolio more conservatively for income while maintaining a longer-term moderate growth component. This portfolio is consistent with investors with a time horizon longer than four years.

The Balanced Portfolio

The Hanson McClain Strategic Advisors Balanced Portfolio is designed for investorsseeking to balance longer-term growth and income needs. This portfolio is consistent with investors with a time horizon longer than five years.

The Growth and Income Portfolio

The Hanson McClain Strategic Advisors Growth and Income Portfolio is designed for investors seeking longer-term growth, with a reduced level of volatility. This portfolio is consistent with investors with a time horizon longer than five years.

The Growth Portfolio

The Hanson McClain Strategic Advisors Growth Portfolio is designed for investors seeking longer-term growth, but are willing to assume a higher level of risk with lower volatility than a traditional “buy and hold” growth-oriented portfolio. This portfolio is consistent with investors with a time horizon longer than five years.

The Aggressive Growth Portfolio

The Hanson McClain Strategic Advisors Aggressive Growth Portfolio is designed for investors who are willing to assume a higher level of risk in exchange for the potential of greater long-term returns. This portfolio is consistent with investors with a time horizon longer than six years.