Hexagon Partners

The firm's portfolio managers focus on minimizing risk while maximizing returns, per its published materials. It customizes strategies around wealth preservation, retirement income modeling, and tax minimization. The firm does not publicly disclose a model portfolio or specific asset allocation.

Hexagon Partners is structured as an independent financial advisory and asset management firm, not as a single or multi-family office. It serves a concentrated client base of successful business owners, families, and executives from its base in Rogers, Arkansas.

Joshua McCaslin serves as Partner and Chief Investment Officer. Portfolio Managers Pam Raben and Mike Hudson also shape client-level investment implementation, overseen by Managing Partners Brent T. Henry and Dustin Colebank.

Hexagon Partners does not publicly disclose a minimum asset threshold. Its marketing focuses on serving successful business owners and families, suggesting an established but private standard for client relationships.

The firm's published materials disclose practice areas in portfolio management, wealth preservation, retirement planning, liability management, and tax minimization. There is no public disclosure of direct private equity, venture capital, or real estate investment activities.