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The Haag Investment Group Careers in Austin, TX

The Haag Investment Group
  • Founded

    2005

  • No. of Employees

    1-10 employees

  • Industry

    Finance / Insurance

  • Type

    Privately Held

About The Haag Investment Group

Based in Williamson County, Texas, we strive to meet the goals of affluent clients nationally by way of wealth preservation and capital appreciation. Our clients have a huge advantage being on Fidelity’s Institutional Wealth Platform since it offers one of the largest mutual fund supermarkets. There a more than 6,400 mutual funds representing more than 15,700 share class options from more than 460 fund families. Since we are an independent registered investment advisor, we enjoy full independence. There are no incentives to persuade our firm to purchase one security over another. Our approach to the markets is somewhat non-traditional. While we believe one should be well diversified, one cannot take a pragmatic approach to investing. When conditions appear to be weakening, it is often prudent to step aside and reduce exposure to the equity markets.

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