HAAS INVESTMENT MANAGEMENT LLC

Overview

Haas Investment Management LLC is a small, individually owned limited liability company that provides financial planning services rather than traditional discretionary portfolio management. The firm charges clients on an hourly or fixed-fee basis, which indicates a planning-first, project-oriented model instead of an asset-based advisory business. It is not listed as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm has an industry affiliation with an insurance company, which suggests its client work may include life, annuity, or other insurance-related planning and product coordination. Its classification is listed as unclassified, so public disclosures do not identify a standard RIA segment such as wealth manager, family office, or institutional allocator.

Assets & Accounts

Location & Offices