Case Prep
How to go the Distance
May 27, 2020
Case Prep – How to go the Distance

For the past two weeks we have outlined the defensive benefits of Tactical Asset Allocations and the offensive benefits of Strategic Asset Allocations , but today, our focus is the whole long-term game plan – how to go the distance.

Partnership. Scalability. Efficiency. The Hanlon Managed Account Platform is that all-in-one solution. Clients expect more, a partnership with you provides the breadth of investment solutions, tools and support to help you meet their needs while giving you more time to focus on them and growing your practice. Access to our platform includes:
Platforms. Portfolios. Partners.
At Hanlon, we are here to support you while you reassure clients, review investments, and adjust your clients’ portfolio allocations. Our Investment Solutions Team will set up calls or Video Conference discussions with you to:

  • Discuss the current state of the market and our Tactical, Dynamic and Strategic portfolio solutions and how/where they best fit.

  • Review specific client cases, helping you build the appropriate solution for your client. Our Case Prep Desk has the resources to personalize portfolios to your clients’ income and risk needs, offering a more customized approach to attract and retain clients.

  • Assist you with clients who are uneasy about the market. We can provide talking points to help with your client discussions during the current market volatility and assist with presenting a solution to your client.

To discuss this opportunity and how to use it to grow your practice and brand, please call our Sales Team at (888) 641-7100 or email .
Hanlon Investment Management is an SEC registered investment adviser with its principal place of business in the State of New Jersey with offices at 3393 Bargaintown Rd., Egg Harbor Township, NJ 08234. Being a registered investment advisor does not imply any level of skill or training. Hanlon Investment Management and its representatives are in compliance with the current registration and notice filing requirement imposed upon registered investment advisers by those states in which Hanlon Investment Management maintains clients. Hanlon Investment Management may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by Hanlon Investment Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status, service and fees of Hanlon Investment Management, please contact Hanlon Investment Management or refer to the Investment Adviser Public Disclosure web site ( ).
For additional information about Hanlon Investment Management, including fees and services, send for our disclosure statement as set forth on Form ADV from Hanlon Investment Management using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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3393 Bargaintown Road | Egg Harbor Township, NJ 08234
(888) 641-7100 |