Hathaway Financial LLC

Hathaway Financial LLC provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client, outlining their financial situation. Hathaway Financial generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements, although Hathaway Financial primarily recommends ETFs.