Who We Are and What We Do
Hansen & Associates Financial Group, Inc. is a fee-only Investment Advisory Firm located in California’s capitol, Sacramento. We are seasoned investment professionals with over a 30 years of experience navigating investors through the capital markets.
The firm utilizes a quantitative methodology to develop tactical investment models for investors, operating pursuant to its “Limited Discretionary Authority” engaging in the implementation of one or more step-by-step qualification criteria and account rebalancing as deemed necessary by the firm.
Our portfolio management style is unique. We don’t make investment decisions based on our intuition, “interpretations” of fundamentals, or simply chasing the latest business story of the day. We use a select mechanical approach for our core investing called “Adaptive Asset Allocation.” This approach creates a responsive, dynamic portfolio structure that eliminates human emotion from the investment process and gives us the ability to execute according to our strict quantitative criteria.
Our strategy also incorporates a systematic hedging process to help mitigate risk and protect from downturns in the stock market – while still maintaining a long-term growth perspective on investing. Our performance is rooted in a rules-based process that is always transparent, repeatable, and reliable.
Mark Hansen ChFC, CFP
Mark Hansen is the founder of Hansen & Associates Financial Group, an independent registered investment advisory firm located in Sacramento, CA.
Mark has his Certified Financial Planner and Chartered Financial Consultant designations and has been in the financial services and investment industry since 1989 and has provided financial planning and asset management services to individuals, families and small business owners.
Mark noticed there was a lack of active asset management strategies in the market for advisors to offer their clients that really addressed volatility and risk to capital in poor performing markets. Along with his portfolio manager David Yelle, Mark started the development of proprietary tactical asset management strategies a couple years ago with a focus on managing risk effectively in all markets while seeking consistent long term growth.
The back-tested success of the strategies encouraged further expansion of Hansen & Associates to provide third party asset management services to other RIA’s utilizing our proprietary strategies, and became a primary focus of the firm. Mark’s experience in the financial planning and investment advisory world and David Yelle’s portfolio management experience provides an ideal working relationship with other registered investment advisors to optimize the long term growth of both parties.
David is an investment professional with over 24 years of experience in the investment management field. His career spans a wide spectrum of finance, ranging from that of a traditional Investment Advisor, to an exchange floor Trading Specialist, to Hedge Fund trader. His extensive background has given him the opportunity to trade on virtually every market in almost every country around the globe at some point in his career.
In addition to his professional career in the global capital markets, David also served for 17 years in the military, primarily with naval special operations. Not only did the military provide him with the fundamental underpinnings of discipline and self-motivation, but the experience ignited a passion for global affairs for him, which has easily translated over into the field of global finance. It’s given him a unique perspective on world affairs and the impact of global events on the financial markets.
Prior to joining Hansen & Associates, David worked for a large multinational bank, where he actively developed and executed equity, derivative and currency trading strategies for the bank’s investment management team. He also designed and managed a proprietary “portfolio insurance” product, which he used to hedge the bank’s investment portfolios against market declines. In that role, he managed all facets of the hedging process, including portfolio construction and all active trading.
David has now brought his knowledge and experience to Hansen and Associates, where he has applied his concepts to develop a range of investment products focused on mitigating investment risk and maximizing returns through Tactical Asset Allocation.