VestGen Investment Management

Hanlon is an innovative, New Jersey based, asset management firm with more than 20+ years experience partnering with planning minded financial advisors in delivering personal & proven outcomes to clients nationally. We have dedicated our two decades of service to providing comprehensive wealth management solutions for retail clients and specific investment solutions for advisors and their clients, making us uniquely experienced and qualified to understand the needs of clients and advisors. Our world-class managed account and wealth management platform provides a single sign-on front, middle and back-office solution, and includes an extensive list of proprietary and third-party investment management solutions. Through our total solution workstation, advisors can access daily updated accounts from a select list of custodian, see intraday account activity, open accounts with an innuitive investment proposal tool and receive unlimited account aggregation. In addition, we provide a next-generation income planning process allowing you and your clients to create an interactive, personal written income plan with customized investment execution. Delivering and enabling successful client outcomes is our business and passion.

网站

https://www.hanlon.com

VestGen Investment Management的外部链接

所属行业

金融服务

规模

11-50 人

总部

Egg Harbor Township，NJ

类型

私人持股

创立

1999

领域

Mutual Funds、Managing Retirement Plans、Turnkey Asset Management Platform、FinTech、Investment Advisory、Middle & Back Office Services、Model Managers、TAMP和Personal Income Planning