Hanover Advisors Inc.
Hanover Advisors, Inc. is a fee-only, SEC-registered investment advisor headquartered in Clemson, South Carolina. Founded in 1989, the firm serves high net worth individuals and institutional clients, offering personalized financial planning, investment management, and retirement solutions. Hanover Advisors emphasizes independent advice and customized portfolio management for a diverse clientele, employing a disciplined and risk-managed investment approach. The team consists of a small group of professionals with substantial experience serving affluent professionals and families.
Investment Strategy
Hanover Advisors employs a tailored, risk-conscious, and disciplined investment approach. The firm emphasizes strategic asset allocation, rigorous market analysis, and continuous portfolio monitoring to optimize returns while effectively managing risk. Hanover Advisors believes in the importance of creating, implementing, and managing individualized solutions that align with clients’ diverse wealth objectives. Their philosophy centers around building long-term client relationships with transparency, independent advice, and a focus on both wealth creation and preservation.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 23.26% | $57.0M | 187,665 | $237.28 | $303.93 | +$354.0K |
S SPY | SPDR S&P 500 ETF TR | 14.95% | $36.7M | 59,349 | $479.32 | $617.85 | +$2.7M |
B BIL | SPDR SERIES TRUST | 10.72% | $26.3M | 286,531 | $91.39 | $91.73 | -$3.3M |
V VIG | VANGUARD SPECIALIZED FUNDS | 7.20% | $17.6M | 86,213 | $172.26 | $204.67 | +$649.0K |
I IWV | ISHARES TR | 5.88% | $14.4M | 41,081 | $277.39 | $351.00 | +$1.1M |