THE HAGGERTY INVESTMENT GROUP, LLC

Overview

The Haggerty Investment Group, LLC is a small, owner-operated registered adviser that focuses on tailored portfolio management for individuals and small businesses while also acting as a capital allocator to outside managers. The firm runs discretionary mandates and supplements its in-house management by selecting third-party advisers where appropriate. Its client base is concentrated and high-net-worth, with fee arrangements that include a percentage-of-AUM component and other fee elements. Investment posture skews conservative in public markets, with a heavy cash position alongside selective exposures to fixed income and mutual funds. At the same time the firm intentionally allocates to alternative asset classes—real estate, commodities, digital currency and oil & gas—using external fund managers and specialized vehicles when needed. The Haggerty Investment Group does not position itself as an ESG-driven investor. The firm lists an accountant among its industry affiliations, indicating integration of tax and accounting considerations into client planning.

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Location & Offices