Hegdahl Investment Management, LLC

Overview

Hegdahl Investment Management, LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, and also serves some institutional clients. Its fee model uses both a percentage-of-assets schedule and fixed fees. Investment activity is heavily weighted to publicly registered funds: the firm's filings show a clear preference for mutual funds and other public funds as the primary vehicle for client portfolios. Hegdahl does not identify itself as an active ESG investor and is structured to serve a concentrated client base rather than broad, multi-state operations.

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Location & Offices