Dan Hassey Investment Advisory

The firm provides discretionary investment management services exclusively to individual clients, with a stated focus on retirees and those nearing retirement. Portfolios are built to emphasize safety and income and primarily use equities (particularly dividend‑paying stocks), exchange‑traded funds and mutual funds; the firm does not provide separate financial planning or other consulting services.

The adviser combines a top‑down assessment of economic and market cycles with bottom‑up valuation work and detailed dividend analysis (yield, payout ratios, coverage and growth) to set positioning and entry/exit points. The firm also employs option strategies—including selling covered calls and cash‑secured puts and using deep out‑of‑the‑money call hedges—as part of its income and risk‑management toolkit.

Distinctive features include a very small, closely held practice managed by a seasoned professional and a limited number of client relationships, with the adviser noting personal familiarity with many clients. Operationally, the firm discloses that personal accounts often mirror client positions and that trades may be executed as block orders through a single custodian platform, and it generally leaves proxy voting to clients.