Your financial health is our business.
Hegdahl Investment Management thrives on the meaningful connections we build with our clients, and we think we’re doing right when they know we’ve got their backs and feel comfortable looking to us for answers. Whether it's a simple inquiry or a complex financial matter, we’re dedicated to offering insightful guidance and expertise to help you navigate your financial journey with confidence.
We work for you.
Institutional financial advisers have to answer to their institutions. This means you’ll likely get offered products that benefit the banks' back pockets. We’ll have none of that. We strive to get you most out of your money. Without the leaky boat thing.
In it to win it.
This isn’t a transaction, this is a partnership. We’re here to make forward-looking disciplined investment decisions, think about risk management, and provide regular performance reviews that help ensure you’re always headed toward your financial goals and steering away from the bulls and bears.
Grounded in reality.
We know what we’re talking about. Our founder and chief, Paul Hegdahl has spent over 15 years working in finance including time at Bank of America Merrill Lynch and Goldman Sachs. As the CEO of Freight Wing, he guided the valuation and sale of the company. We know it from the other side too, seven years at Amazon taught a lot about navigating stock and equity compensation benefits to maximize reward. There isn’t a whole lot we haven't seen but we welcome new when we see it, always ready to the research and problem solve for you.
Certified amazing.
Our founder and principal holds the Chartered Financial Analyst® (CFA) designation, considered the most rigorous investment designation there is. Seriously, CFA charterholders vow to uphold this thing; eight pages of a goody, two shoes’ dreamland. And we love it. It helps make us who we are.
Let’s chat.
Want a totally free consultation? Just got some questions? Email us, call us or fill out the form below and let’s set up a time to chat.
meet@hegdahlim.com
415-309-3472