Hansa Investments LLC

Overview

Hansa Investments LLC is a small, independent registered investment adviser serving individual and family clients. The firm combines fee-based portfolio management and financial planning with insurance brokerage services, and it lists pension consulting among its advisory activities. Its stated investment preference is equities, with a clear emphasis on exchange-traded instruments as the primary building block of client portfolios. Fee billing is a mix of a percentage of assets under management and hourly charges. Hansa does not position itself as an active ESG investor, and it does not operate as a capital allocator running pooled funds — instead it places client capital with external managers when alternatives are used. Given the client makeup and asset base, the firm appears to focus on bespoke guidance and account-level management for a small number of relatively large relationships rather than on mass-market or institutional business. The insurance brokerage capability and the use of annuities in client allocations point to integrated wealth planning that blends investment management with insurance-based solutions.

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