Hager Investment Management Services, LLC

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Client assets under management

$210,738,973

Clients

171

40% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$1,232,392

About

Hager Investment Management Services, LLC is an advisory firm with a four-advisor team managing roughly $221.6 million for about 171 clients. It provides ongoing discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, small businesses, trusts, estates, and charitable organizations.

The firm builds client portfolios using a mix of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, and tailors strategies to individual goals, time horizons, and risk tolerance. HIMS integrates cash-flow, tax, and estate considerations into its planning process, conducts regular account reviews and quarterly reporting, and evaluates opportunities such as rebalancing and tax-loss harvesting.

Distinctive features include providing ERISA 3(21) limited-scope fiduciary services and participant education for workplace retirement plans and an explicit practice of serving nonprofit and charitable clients under a separate nonprofit fee arrangement. The firm also discloses use of a broader set of trading strategies (including options, margin, and other derivatives when appropriate) and maintains limited custody relationships (e.g., standing letters of authorization and accounts where representatives act as trustee or agent) subject to required oversight.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Cash flow / budgeting General tax planning General estate planning guidance Retirement income strategy

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $2,500,000: 0.75% annually $2,500,000+: 0.50% annually

Project-based

Other

Account minimum: $500,000

Main office location

Hager Investment Management Services, LLC

280 Main Street

New London NH 03257, United States

Number of offices

Most active in

Maine · Massachusetts · New Hampshire

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 603-526-4099

Advisors at this firm

Peter H

Series 63

New London, NH

Hager Investment Management Services, LLC

Peter Hager is a financial advisor with Hager Investment Management Services, LLC, holding a Series 63 designation and over 25 years of industry experience. He has been with Hager Investment Management Services since 1982. Hager Investment Management Services is a family-managed registered investment adviser that provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm employs a client-specific investment approach combining fundamental, quantitative, and cyclical analysis with modern portfolio theory, and maintains a defined retirement-plan practice including plan monitoring and participant education.

Wealth management Cash flow / budgeting General tax planning General estate planning guidance Retirement income strategy Founder/Business Owner

Robin B

CFP®, Series 63, Series 65

New London, NH

Hager Investment Management Services, LLC

Robin Brigham is a CFP® with 10 years of industry experience, currently serving as an advisor at Hager Investment Management Services, LLC since 2015. Based in New London, NH, Brigham holds Series 63 and Series 65 licenses. Hager Investment Management Services is a family-managed registered investment adviser that provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm combines asset management with planning focused on cash flow, tax, estate preservation, and risk management, utilizing a mix of fundamental, quantitative, and cyclical analysis guided by modern portfolio theory.

Wealth management Cash flow / budgeting General tax planning General estate planning guidance Retirement income strategy Founder/Business Owner

Michael B

Series 65

New London, NH

Hager Investment Management Services, LLC

Michael Bechtold is a financial advisor at Hager Investment Management Services, LLC in New London, NH, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Orbit Group and the University of New Hampshire. Hager Investment Management Services is a small, family-managed registered investment adviser serving individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm offers discretionary and non-discretionary portfolio management alongside comprehensive financial planning, structuring portfolios based on client objectives, time horizons, and risk tolerance using a combination of fundamental, quantitative, and cyclical analyses within a modern portfolio theory framework.

Wealth management Cash flow / budgeting General tax planning General estate planning guidance Retirement income strategy Founder/Business Owner

Andrew H

Series 65

New London, NH

Hager Investment Management Services, LLC

Andrew Hager is a financial advisor with Hager Investment Management Services, LLC, holding a Series 65 designation and 26 years of industry experience. He has been with Hager Investment Management Services since 2014. Hager Investment Management Services is a family-managed registered investment adviser serving individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services, employing a combination of fundamental, quantitative, and cyclical analysis along with modern portfolio theory to tailor portfolios to client objectives and risk tolerance.

Wealth management Cash flow / budgeting General tax planning General estate planning guidance Retirement income strategy Founder/Business Owner

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