The primary objective of Anderson Hoagland is to provide outstanding equity and fixed income management to our clients. We recognize, however, that clients may seek information or guidance not directly related to their investment portfolios. We approach these needs in the following distinct ways.

  1. We cooperate with clients and their legal, tax and other professional advisors. This may include participating in meetings or telephone conferences where information about a client’s investments is relevant to the work of another advisor (e.g., income tax preparation or trust and estate administration).

  2. For clients who seek formal guidance, financial and estate planning services are offered through our affiliated organization, Anderson Hoagland Financial Services, LLC. Planning services may include assistance with household budgeting, personal asset and liability management, retirement income planning, reviews of life, disability and long term care insurance coverage and trust and estate planning. Fees and (or) other compensation for financial and estate planning or other services occur in addition to regular investment management fees.