June 28, 2022

Tactical Strategies for Managing Wealth with Sean Hanlon

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Season 1

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

  • [01:23] - How Sean Hanlon got started in wealth management.
  • [04:32] - What Sean sees as the hardest part of the change.
  • [06:34] - How Sean was able to launch his own independent advisory firm.
  • [10:04] - How Sean dealt with the challenges of establishing an independent RIA.
  • [13:49] - What led to the founding of Hanlon Investment Management.
  • [17:21] - The importance of tactical strategies in navigating a difficult market.
  • [22:12] - What Hanlon Investment Management can offer advisors and investors alike.
  • [25:29] - How the firm helps clients manage their assets.
  • [31:05] - Direct indexing: what it is and how it works.
  • [36:29] - Can stocks that violate personal beliefs or values be excluded from direct indexing?


Quotes

[20:07] - "This year, clearly with all markets globally down, all equity, and even fixed income markets down, it's been a good year to be in tactical strategies." - Sean Hanlon

[23:50] - "We're all lifetime investors with different goals. Some of our goals could be shorter-term. Some of our goals could be longer-term." - Sean Hanlon

[38:27] - "Where this industry's headed is personalization like we've never seen because of technology." - Sean Hanlon


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