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Ryan Hessenthaler

Advisor at Lunt Capital Management Inc.

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Lunt Capital Management Inc. logo

Firm

Lunt Capital Management Inc.

Location

Holladay, UT 84117

Credentials

Series 65

Industry experience

14 years

About

Ryan Hessenthaler is a financial advisor at Lunt Capital Management Inc. in Holladay, UT, holding a Series 65 designation with 13 years of industry experience. He has been with Lunt Capital Management since 2011. Lunt Capital Management provides fee-based portfolio management, model-portfolio licensing, and retirement-plan consulting to individuals, 401(k) plans, and other investment advisers. The firm employs strategic and tactical quantitative processes, including relative strength and cyclical analysis, to manage discretionary and non-discretionary accounts, and also serves as an index provider for certain exchange-traded funds.

Client services

Based on Lunt Capital Management Inc.

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Investment recommendations, index licensing to model portfolio providers. index provider for etfs.

Expertise

Based on Lunt Capital Management Inc.

Active portfolio management Factor investing / smart beta Tax-loss harvesting Private / alternative investments

Fee options

Fixed

Flat fees possible as negotiated; may be flat monthly, quarterly, or annual fees

Percentage

$0+: 0.50% to 1.00% $0+: up to 0.75% $0+: up to 1.00% (401k Plan Model Services)

Subscriptions

Possible subscription fees for consulting, investment research, and tactical signals; varies by financial professional and scope of work

Other

Fee-only: Fee-based; fees typically charged quarterly in arrears; fees negotiable and may be flat monthly, quarterly, or annual fees; discounts up to full waiver available at discretion of LCM

Location

4725 S. Holladay Blvd, Ste 220

Holladay, UT 84117

Most active in

Texas · Utah

Work history

Lunt Capital Management, Inc.

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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