Anderson Hoagland & Co

Anderson Hoagland provides discretionary investment management and financial consulting to individuals, high‑net‑worth clients, corporations, partnerships, pension and profit‑sharing plans, trusts and charitable organizations. The firm manages equity and fixed‑income portfolios, advises retirement investors and sponsors, and offers non‑discretionary consulting on private, non‑public investments; as of December 31, 2025 it reported about $1.43 billion in assets under management and roughly $118 million in assets under advisement.

The firm builds written investment policies with clients and implements those policies through fundamental equity selection—favoring businesses that earn cash returns above their cost of capital and typically holding 20–30 individual stocks for 12–36 months—or by using ETFs and investment‑grade fixed income guided by its economic and interest‑rate outlook. Anderson Hoagland generally manages accounts on a fully discretionary basis, uses third‑party research (including commission‑sharing/soft‑dollar arrangements) to inform decisions, and coordinates with clients’ other advisers on tax and estate matters.

Distinctive aspects noted in the brochure include the firm’s involvement with private investments and pooled vehicles: it previously served as manager and investment adviser to two private funds that were wound up effective December 31, 2025, and it continues to provide consulting and support for qualified investors in private offerings. The firm also discloses situations that create custody considerations—such as principals serving as trustees of client trusts that incur trustee fees and trigger an independent surprise audit for those accounts—and describes policies intended to manage potential conflicts when employees participate in the same private investments as clients.