ADAMS-HANSEN & ASSOCIATES

Overview

Adams-Hansen & Associates is an independent registered investment adviser organized as a corporation and run by an individual owner. The firm serves primarily individual and family clients and operates as a capital allocator, meaning it sources and places client capital with third-party managers as part of portfolio construction. Its advisory services center on financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and fixed-fee engagements. The firm is not an active ESG investor and is not registered as a multi-state adviser. Investment activity is tilted toward private, non-public solutions: the firm’s filings show a strong allocation to private funds and externally managed strategies rather than broad public-market-only approaches. Adams-Hansen & Associates also maintains industry relationships with insurance companies and a real estate broker, which supports its use of insurance products and real asset strategies in client portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices