CLIENT-FIRST PHILOSOPHY

Everything we do is centered around our clients, and we tailor our comprehensive advice to your personal situation. Our thorough financial planning process starts with listening to you, forming a strategy based on your goals and concerns, and committing to the plan’s implementation and periodic adjustment. We enjoy building relationships with our clients outside of the office through volunteer and appreciation events to better understand what drives them and how to accommodate.

TEAM APPROACH

In addition to over 100 years of combined industry experience, we have been working together as a team for more than 16 years. We are truly collaborative in our work, and each client has at least two primary points of contact. We offer a range of experience and knowledge to address your concerns, and we are always willing to coordinate with outside advisors to optimize your plan.

INDEPENDENT AND FIDUCIARY

Integrity is a core value at Day Hagan Private Wealth. Being a fiduciary is the highest ethical stance in our industry. Our personal fiduciary standard goes beyond “best interest” — we want to be stewards of our clients’ success. Being independent means we are not tied to one firm or product, and currently we utilize the services of Raymond James and Charles Schwab to custody our client accounts.

TRANSPARENCY          

Our client portal (website and phone app) allows our clients to stay up to date on the performance of their accounts and monitor the probability of reaching their financial goals based on their current plan. In addition, we are upfront with how we are being compensated. Fees paid are published on our clients’ Day Hagan quarterly statements, along with statements from the custodian.

INVESTMENT MANAGEMENT

We believe that risk management is the core of all successful portfolios. According to famed investor Benjamin Graham, “The essence of investment management is the management of risks, not the management of returns.” Our proprietary, diversified approach allows us to match your financial goals and investor behavior with the appropriate strategies to accomplish your financial plan.