Hanlon Investment Management Now Exceeds $4 Billion in Assets Under Management

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Halbert Wealth Management, Inc. announces that Hanlon Investment Management, who manages the Managed Income Strategy in HWM's AdvisorLink® family of actively managed investment programs, has now eclipsed the $4 billion mark in assets under management.

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...our goal remains constant: We seek to provide a haven of certainty and calm throughout a variety of fluctuating market climates by melding traditional investment forecasting techniques with time tested strength, stability and knowledge.

Halbert Wealth Management, Inc. (HWM) is pleased to announce that Hanlon Investment Management (Hanlon) has now eclipsed the $4 billion mark in assets under management. National Sales Manager, Marty Rising, informed HWM of this milestone during a Hanlon seminar held in Austin earlier this month. Located in Egg Harbor Township, New Jersey, Hanlon provides tactical investment management services to a nationwide network of clients.

HWM President and CEO, Gary D. Halbert, commented, “We have been very impressed with the Hanlon organization since adding its Managed Income Strategy to our AdvisorLink® Program in January of this year. Hanlon’s actual track record goes back more than 11 years and its tactical approach to money management is consistent with the investment goals of many investors today. Thus, it is no surprise to us that Hanlon continues to grow as it provides needed investment management expertise to clients across the country.”

About AdvisorLink®: Hanlon’s Managed Income Strategy is one of the managed account strategies offered through HWM’s AdvisorLink® Program, which features a collection of investment strategies offered by independent, third-party money managers. HWM selects professional money managers to participate in AdvisorLink® based on a proprietary screening and due diligence process designed to bring top quality managers to the attention of its clients. All AdvisorLink® programs employ active money management strategies with the goal of boosting returns and/or reducing market risk as compared to buy-and-hold strategies.

About Hanlon Investment Management, Inc. (Hanlon): Hanlon is an SEC Registered Investment Advisor. Hanlon was founded in 1999 by Sean Hanlon, CFP®, who serves as its Chairman, CEO and Chief Investment Officer. Mr. Hanlon is also a member of the Forbes Investment Team and the Pershing Advisor Solutions Advisory Board and periodically publishes articles on http://www.Forbes.com. Hanlon employs proprietary tactical and strategic portfolio management techniques that go beyond traditional buy-and-hold investment strategies.

More information on Hanlon and the Managed Income Strategy.

Hanlon notes, “As we mark this important milestone, our goal remains constant: We seek to provide a haven of certainty and calm throughout a variety of fluctuating market climates by melding traditional investment forecasting techniques with time tested strength, stability and knowledge. We embrace with great importance the trust and faith that our clients place in us to steer their investment portfolio through the markets.”

About Halbert Wealth Management, Inc.: HWM is an SEC Registered Investment Advisor located in Austin, Texas. HWM’s underlying investment philosophy is that individual investors should be able to enjoy the same advantages as large, institutional investors like foundations, endowments and pension funds. These sophisticated investors recognize the need to diversify into alternative strategies that actively manage assets rather than simply buying and holding them.

Since 1995, HWM has offered clients access to a wide spectrum of specialized money managers that employ a variety of active management strategies. Many of these money managers are smaller, boutique firms that might never gain investor visibility if not for being included in HWM’s flagship AdvisorLink® Program.

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