ADVISORY
February 6, 2020
New Account Onboarding made Easier
Opening New Accounts has never been easier! Just log in and click the Open an Account button!
Open an Account button:
  • Our Digital New Account Opening guides you through the investment selection process, generating a pre-filled Investment Management Agreement and the required and optional custodian forms for the selected custodian and specific account type. 
  • A nicely organized Manual Account Opening is also available, where you quickly access all the new account forms for you to download/print, complete, get signed and submit.
Excited about the changes? There’s more to come! We will continue to work to deliver the full electronic, paperless Account Opening & Servicing experience! Stay tuned for more details.
Please see below for more details on the Core and CRSP models.
We are pleased to announce the addition of two new suites of portfolio Models to the Hanlon Managed Account Platform, consisting of portfolio allocations and ETFs provided by Vanguard.
For more information, please contact the Hanlon Sales Team at 888-641-7100 or email  sales@hanlon.com .
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 ( www.adviserinfo.sec.gov ). 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.

The contents of this message are confidential and only intended for the named recipient herein. This message should not be forward, transferred, copied or otherwise distributed to other users. Email is not a secure medium of communication and is subject to possible interception by unauthorized users; therefore, any reply to this message should not include additional identification information regarding the individual(s) and/or policy discussed herein.
3393 Bargaintown Road | Egg Harbor Township, NJ 08234
(888) 641-7100 |  www.hanlon.com