Dedicated To You
Hager Investment Management Services is an independent, fee-only investment advisory firm located in New London, New Hampshire. We are privately owned and state-registered.
As a boutique firm, we deliver the highest level of service to help our clients manage their wealth in accordance with their goals. We provide comprehensive financial planning and investment portfolio management and advice to individuals and their families, as well as to family businesses and charitable organizations.
Serving the Kearsarge-Sunapee Region, and beyond, since 1983
After spending 19 years accruing investment management experience at leading financial institutions, Peter Hager founded our family-run firm in 1983. In 1995, his son Andrew joined the firm and was recognized at the partnership level in 2001. Andrew is now the managing partner. In 2015, the firm added Robin Brigham CFP®, Senior Advisor, to our team and in 2021, Michael Bechtold joined as an investment associate. Together, we work hand-in-hand to carefully serve 130+ clients located in 18 states with over $116 million in assets under management.
At Hager Investments
We Are Fiduciaries First
We have an ethical and legal responsibility to act in your best interest. Our expert guidance is and always will be based on your unique financial picture and life goals. We maintain a simple, fair, and transparent fee structure and do not cross-sell products or share your information.
We Integrate Financial Planning and Investment Management
We believe that a sound financial plan is necessary for the proper construction and management of an investment portfolio that will meet your financial goals.
We Leverage Secure, Smart Technology
All of our clients have access to their own personal financial website and performance measurement website. We utilize the most sophisticated financial planning and performance measurement software programs available. Clients get a consolidated view of their complete financial picture and can easily track progress towards financial goals.
Frequently Asked Questions
Q: What is a fee-only financial advisory firm?
Fee-Only firms are compensated directly by their clients for advice, plan implementation, and for the ongoing management of assets. Hager Investments relies exclusively on a fee-only model. One fee covers all of our services and the firm does not receive commission or fees from any source other than its clients. The fee-only model is the most transparent and objective method available for billing clients.
Q: How are you different from the broker I use?
Hager Investments offers a different value proposition than is typically available through financial brokerage firms. Some of these differences include:
Our Fiduciary Responsibility
Independent registered investment advisors (RIAs) have a fiduciary obligation to always put their clients’ needs first. Advisors who are employed at brokerage firms are held to a lower “suitability standard” (which is not a legal standard), under which a broker is supposed to recommend suitable investments. However, they do not necessarily have to put a client’s best interests ahead of their firm’s needs.
Our Fee Structure and Independence
Our firm does not receive commissions or fees from any source other than its clients. In contrast, many brokers are paid via commissions. They have a strong incentive to invest you in products that carry high commissions or loads, which may or may not be appropriate investments.
Our Integrated & Personalized Services
Few brokers are trained to provide comprehensive financial planning support, nor are their firms set up to provide financial planning support. It is not uncommon for a single broker at a large institution to manage 100-200 accounts. In contrast, we limit our services to a select group of clients in order to provide comprehensive advice in favor of close, long-term relationships.
We have a CERTIFIED FINANCIAL PLANNER™ on staff to provide comprehensive financial planning. We take a holistic and personalized approach to bring all of the pieces of your financial life together through incorporating financial planning with investment management. This combination allows us to maximize our clients’ potential for meeting their goals.
Q: Where will my assets be kept?
All of the assets we manage on our clients’ behalf are held by our custodian, Charles Schwab. We work with Schwab to set up new accounts and to transfer our clients’ assets from their current financial institution. Schwab will send monthly account statements and all clients have 24×7 online access to their accounts via the Schwab Alliance website.