An effective wealth management strategy calls for a sound investment plan and the discipline to stick to it. It also requires a tactical approach that helps adapt to changing market conditions. While it's important to make plans for the future, it's just as important to plan for the present.
In this episode, Tommy talks with Sean Hanlon, CEO and Co-CIO at Hanlon Investment Management. Sean founded his own firm to provide clients with a tactical approach to asset management. Today, Hanlon is a wealth management, asset management, and services company with both a direct-to-client wealth management offering and a wholesale institutional asset management platform for non-affiliated, third-party advisors and their clients.
Sean talks with Tommy about what led him to launch his own independent advisory firm, the importance of tactical strategies in wealth management, and what Hanlon Investment Management has to offer advisors and investors alike.
Key Takeaways