Hanlon Investment Management, Inc.

Description

• Hanlon is an innovative asset management and technology company with three distinct yet complementary lines of business: --Separate accounts, mutual funds, investment models & turnkey asset management platform--Technology platform solutions--Back and middle office support Combined, these services form a truly comprehensive investment and practice management solution for elite advisors, wealth managers, family offices, broker/dealers and institutions.Founded in 1999 by CEO Sean Hanlon, Hanlon Investment Management serves thousands of individual investors, retirement plans, trusts and institutions with a wide variety of mutual funds, tactical and strategic investments, and custom portfolios comprised primarily of mutual funds and ETFs.In 2012, Hanlon acquired the assets of Interactive Advisory Software (IAS), now doing business as Hanlon Advisory Software (HAS). HAS is the only single-provider, fully-integrated, cloud-based technology solution used to operate a financial planning and wealth management practice. The Hanlon Wealth Platform increases advisor efficiency and effectiveness, allowing them to uncover client opportunities that may otherwise be missed. HAS maintains relationships with financial institutions that are collectively advising on more than $40 billion in assets. Hanlon employs over 130 professional and administrative staff in research, trading, service, marketing, technology, compliance, sales, and more. At Hanlon we are passionate about what we do, and our pursuit of excellence never ends.
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  Headquarters: , , New Jersey, United States

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  Website: https://www.hanloninvest.com

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  Employees:81

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  Revenue:$50 - 100M

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  Legal Name:Hanlon Investment Management, Inc.

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• |  NAICS Code: 523110  |

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