Hager Investment Management Services.

We provide comprehensive financial planning and investment portfolio management and advice to individuals and their families, as well as to family businesses and charitable organizations. We are 100% independent, fee-only​​, and take tremendous pride in our fiduciary responsibility — meaning your success is ours. As a boutique firm, we deliver the highest level of service to help our clients manage their wealth in accordance with their goals. After spending 19 years accruing investment management experience at leading financial institutions, Peter Hager founded our family-run firm in 1983. We maintain a simple, fair, and transparent fee structure and do not cross-sell products or share your information. We believe that a sound financial plan is necessary for the proper construction and management of an investment portfolio that will meet your financial goals. One fee covers all of our services and the firm does not receive commission or fees from any source other than its clients. The fee-only model is the most transparent and objective method available for billing clients.