HATFIELD INSURANCE & FINANCIAL SERVICES, INC.

Overview

Hatfield Insurance & Financial Services, Inc. operates as an independent registered investment adviser focused on individual and family clients while also functioning as an insurance broker. The firm bills through a mix of percentage of assets under management, hourly charges and fixed fees, and offers a range of advisory services that include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars. Investment activity is centered on pooled public vehicles—primarily mutual funds—rather than direct, concentrated stock portfolios. The firm is classified as a capital allocator, but current asset composition shows a heavy preference for public funds. Hatfield Insurance & Financial Services, Inc. manages assets on a largely non‑discretionary basis, which aligns with a practice of advising clients and selecting third‑party managers or mutual funds rather than maintaining broad discretionary mandates. The firm is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices