First and foremost, John P. Hannan Group, LLC seeks to establish a bond with its clients, based on mutual understanding, respect and trust. We learn their personal goals and financial priorities -- both currently and long term. With those answers as a basis, we develop an investment strategy that serves their respective needs.

The basic Hannan approach on behalf of clients is to structure a diversified portfolio of investments that has the potential of producing superior returns with minimum volatility.

How We Differ

In advising our clients, the Hannan Group does not offer a standard lineup of investment management firms dealing only in stock and bond portfolios. Rather, we educate our clients on other non-correlated and prudent asset classes which will compliment their present equity and debt holdings. We identify diverse investment opportunities which, in whole or in part, meet a client's specific and often varied objectives including long term appreciation, high current income, tax advantages, etc.

Among the prudent investment asset sectors we offer clients are:

  • Asset-Backed Notes: Investments in secured accounts receivable, primarily from small and mid-sized healthcare providers.



  • Energy: Participating ownership interests in existing oil and gas fields.


  • Equipment Leasing: Investment in numerous equipment leases for both potential high tax-sheltered income and a hedge against potential future inflation.



  • Real Estate: Investment in commercial and residential properties, including 1031 exchanges.




    • Clients Benefit by Our Independence

    Our firm is not a captive of a holding company nor does it have exclusive associations with any investment organization. We take pride in our independence and our ability to match our clients with diversified recommendations that best serve their respective interests. In this individualized approach, the best investment manager in each asset class is selected and their performance is carefully evaluated over time.

    Today's markets are increasingly global in scope and are driven by a variety of factors. Shifts in market activity that once might be isolated to a single region, producing minimum investment impact now often reverberate throughout the world. A diversified portfolio serves to shield investors from such volatile events and factors while meeting the full spectrum of their investment goals.

    3070 Bristol Street • Suite 500 • Costa Mesa, CA 92626 • Tel 877.428.1031x307 • Fax 315.217.0410
    Securities offered through: Private Asset Group, Inc. Member FINRA • SIPC