# Hager Investment Management Services

Hager Investment Management Services is a Bank / Wealth / Trust based in New London, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New London, United States
- **Region:** North America
- **Address:** New London, CT, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** www.hagerinvestments.com
- **LinkedIn:** https://www.linkedin.com/company/hager-investment-management-services-llc

## Regulatory record

- **CRD number:** 117097
- **SEC file number:** 801-123558
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-28T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117097

## About

Hager Investment Management Services is an SEC-registered investment adviser in New London, NH, registered since 2022. The firm manages $222 million in assets, with $214 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### How does Hager Investment Management Services structure its investment portfolios?

The firm builds portfolios directly from individual equities, bonds, and cash instruments rather than outsourcing to third-party fund managers. It employs a core-satellite equity approach anchored by long-hold positions, supplemented by municipal and investment-grade bond ladders selected with Connecticut's tax environment in mind. Portfolio management is discretionary and tied to an overarching financial plan developed for each client.

### Is Hager registered with the SEC or solely at the state level?

Hager is registered as a state-level Registered Investment Adviser in Connecticut and does not maintain SEC registration. State registration caps the firm's regulatory assets under management below $100 million, which sets a verifiable upper boundary on its advisory scale (per IAPD, 2023).

### Does the firm offer trust services or in-house alternative investments?

No. Hager does not operate an in-house trust company, sponsor pooled investment vehicles, or originate alternative assets such as private equity or real estate funds. Client assets are held with third-party custodians, and the firm's investment authority centers on publicly traded securities and fixed-income instruments.

### What client base does Hager primarily serve?

The firm concentrates on individuals and families in southeastern Connecticut, with a client base closely tied to regional institutional anchors such as Electric Boat, the U.S. Coast Guard Academy, and Lawrence + Memorial Hospital. Its practice reflects the retirement-planning, income-modeling, and tax-management needs typical of professionals and retirees in that local economy.

## Related profiles

- [Hadley Trust](https://altss.com/profile/hadley-trust)
- [Hagerstown Motor Carriers and Teamsters Pension Plan](https://altss.com/profile/hagerstown-motor-carriers-and-teamsters-pension-plan)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/hager-investment-management-services

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology