E. Rick Adams & R. Brook Hansen are investment advisors who offer advisory services through their registered investment advisory firm, Adams-Hansen & Associates. The document provides performance data for three portfolio strategies managed by Adams-Hansen & Associates - Conservative, Moderate, and Aggressive - showing annualized returns for 1, 3, and 5 years. It also includes brief descriptions of the investment objectives, strategies, and asset allocations for each portfolio. The portfolios contain mutual funds selected to achieve consistent risk levels while maximizing returns for clients.
Here are the 2018 new Returns from AHA.
Adams-Hansen & Associates are Fee only advisers providing asset management and solving financial problems for Unions, Business Owners, Individuals, and 401(k)s.
Here are the new AHA Returns! Please take a moment to see how we're performing. Adams-Hansen & Associates are Fee only advisers providing asset management and solving financial problems for Unions, Business Owners, Individuals, and 401(k)s.
We welcome you to call us at 952-224-9085.
Retirement Presentation For Small Businessguest4a21e5
Prepare for your future today with the right type of tax advantage savings plans. offer your employees the benefit of a retirement plan. Learn from this presentation what you can do today to make a bettewr tomorrow.
Here are the 2018 new Returns from AHA.
Adams-Hansen & Associates are Fee only advisers providing asset management and solving financial problems for Unions, Business Owners, Individuals, and 401(k)s.
Here are the new AHA Returns! Please take a moment to see how we're performing. Adams-Hansen & Associates are Fee only advisers providing asset management and solving financial problems for Unions, Business Owners, Individuals, and 401(k)s.
We welcome you to call us at 952-224-9085.
Retirement Presentation For Small Businessguest4a21e5
Prepare for your future today with the right type of tax advantage savings plans. offer your employees the benefit of a retirement plan. Learn from this presentation what you can do today to make a bettewr tomorrow.
Dear students get fully solved assignments
Send your semester & Specialization name to our mail id :
help.mbaassignments@gmail.com
or
call us at : 08263069601
Calculation of a Surrogate Measure of Deprivation for use with Patient Centered Care Delivery
Brad Stephenson
Andrew J Knighton PhD, CPA
Lucy Savitz PhD, MBA
Tom Belnap MS
Jim Vanderslice PhD
Presented at the 11th Annual HSR/ PCOR Conference: Partnering for Better Health: Bringing Utah's Patient Voices to Research 2016
The HER Salt Lake Community Engagement Studio Experience. By: HER Salt Lake Contraceptive Initiative; Division of Family Planning, University of Utah; Jessica Sanders (Presenter); David Turok
Collaboration/ Engagement Team: CCTS; Tatiana Allen-Webb, Heather Coulter, and Louisa Stark.
Presented at the 11th Annual HSR Conference: Partnering for Better Health: Bringing Utah's Patient Voices to Research 2016
Dear students get fully solved assignments
Send your semester & Specialization name to our mail id :
help.mbaassignments@gmail.com
or
call us at : 08263069601
Calculation of a Surrogate Measure of Deprivation for use with Patient Centered Care Delivery
Brad Stephenson
Andrew J Knighton PhD, CPA
Lucy Savitz PhD, MBA
Tom Belnap MS
Jim Vanderslice PhD
Presented at the 11th Annual HSR/ PCOR Conference: Partnering for Better Health: Bringing Utah's Patient Voices to Research 2016
The HER Salt Lake Community Engagement Studio Experience. By: HER Salt Lake Contraceptive Initiative; Division of Family Planning, University of Utah; Jessica Sanders (Presenter); David Turok
Collaboration/ Engagement Team: CCTS; Tatiana Allen-Webb, Heather Coulter, and Louisa Stark.
Presented at the 11th Annual HSR Conference: Partnering for Better Health: Bringing Utah's Patient Voices to Research 2016
11th Annual Health Services Research Conference - Partnering for Better Health: Bringing Utah's Patient Voices to Research
Hosted By: Community Faces of Utah
Description: Interactive panel discussion on what community members want research to focus on and how researchers and communities can successfully work together.
The 10th Annual Utah Health Services Research Conference: Data from EHRs in Outpatient Practice Settings: An Emerging but Immature Resource. By: Deepthi Rajeev and Jeff Black - HealthInsight
Health Services Research Conference: March 16, 2015
Patient Centered Research Methods Core, University of Utah, CCTS
A Community Centered Approach to the Development of a Comparative Effectiveness Research Question
Bryan Gibson DPT, PhD
Elisa Amador
Ana Sanchez Birkhead PhD
Nancy Allen APRN, PhD
University of Utah
Presented at the 11th Annual HSR/ PCOR Conference: Partnering for Better Health: Bringing Utah's Patient Voices to Research 2016
The 10th Annual Utah Health Services Research Conference: Data Collection Through the Eyes of the Newly Arrived - By: Debra Penney, MS, CNM, MPH. March 16, 2015
Patient Centered Research Methods Core, University of Utah, CCTS
The 10th Annual Utah Health Services Research Conference: Gaps in Insurance Coverage for Pediatric Cancer Patients with Acute Lymphoblastic Leukemia. By: Rochelle Smits-Seemann, Ms; Aimee O. Hersh, MD; Mark N. Fluchel, MS; Kenneth M. Boucher, PhD; Anne C. Krichhoff, MPH, PhD
Patient Centered Research Methods Core, University of Utah, CCTS
Bringing Researchers, Families/ Patients, and Providers Together to Improve Asthma Care.
Panelists: Flory Nkoy, MD, MS, MPH (Principal Investigator); Joseph Johnson, MD (PCP Stakeholder); Jordan Gaddis (Parent Stakeholder)
Presented at the 11th Annual HSR/ PCOR Conference: Partnering for Better Health: Bringing Utah's Patient Voices to Research 2016
This presentation explores modern cloning, a brief history of cloning, uses for cloning technology, cloning laws, and connections between current cloning and Cloud Atlas.
The 10th Annual Utah Health Services Research Conference: Recommendations for Transparent Reporting of Data Quality Assessment Results for Observational Healthcare Data By: Lucy A Savitz, Ph.D., MBA
Health Services Research Conference: March 16, 2015
Patient Centered Research Methods Core, University of Utah, CCTS
Adams-Hansen & Associates' Returns as of 12/31/2016Brook Hansen
Here are the returns as of 12/31/2016 for Adams-Hansen & Associates. AHA are Fee only advisers providing asset management and solving financial problems for Unions, Business Owners, Individuals, and 401(k)s. We welcome you to call us at 952-224-9085.
Adams-Hansen & Associates is a Fee only Registered Investment Advisor in Minnesota managing portfolios mostly made of Indexed Mutual Funds.
Check them out!
Here are the new returns for Adams-Hansen as of March 31st, 2018. Feel free to check them out!
Adams-Hansen & Associates is a Registered Investment Advisor registered with the state of Minnesota. Adams-Hansen & Associates and its Investment Advisor Representatives do not render tax, legal, or accounting advice.
Bmds 2018 03 31
Here are the new AHA Returns! Adams-Hansen are Fee only advisers providing asset management and solving financial problems for Unions, Business Owners, Individuals, and 401(k)s.
We welcome you to call us at 952-224-9085!
Information to help you and your family manage your inheritance questions, plan your retirement and ensure you have sustainable cash flow to see you through your twilight years.
Sandpiper Capital is a RIA firm. Our mission is to deliver effective portfolio management at low cost to institutions and individuals who have made risk control a priority.
We are constantly weighing the value of the markets. We aspire to use the miscalculations that inevitably arise from decisions that are generated in environments of fear and greed to sell to the over-reaching and to buy from the fearful. Cost efficiency, risk avoidance and proven, logic-based strategies are the benchmarks of a successful investment program.
Let the investment professionals at Sandpiper Capital use these tools to benefit you.
1. ------------------- Serving as fiduciaries since 2000 --------------------
E. Rick Adams & R. Brook Hansen are Investment Advisor Representatives offering Advisory Services through
Creative Wealth Strategies, Inc. dba Adams-Hansen & Associates, a Registered Investment Advisor.
13911 Ridgedale Drive, Suite 170 l Minnetonka, MN 55305 l www.adamshansen.com
(P) 952.224.9085 (F) 952.224.9088 (E) info@adamshansen.com
AHA MANAGED
PORTFOLIO PERFORMANCE
Portfolios: Annualized Returns As of 03-31-2015
Risk 1 Year 3 Year 5 Year Since
Inception
Fund
Fees
Management
Fees
Conservative
AHA13 8.67 11.84 10.81 16.60 .329%
Portfolio
management
fees are charged
per year, hour,
or as a
percentage of
assets.
Moderate
AHA16 8.91 13.32 12.83 19.14 .230%
Aggressive
AHA19 8.49 12.52 12.52 19.69 .195%
Inception February 2009 – Tracking via Morningstar – Gross of non-fund fees
Additional fees may be assessed based on services required for the type of account or plan.
Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted.
Investing in securities involves risk of loss that clients should be prepared to bear.
Document not complete without three attached fact sheets with integrated disclosures, provided with this composite page.
If composite page has detached from fact sheets, for full disclosures visit www.adamshansen.com & choose "View our Portfolios".
2. Investment Objective
Maximize capital appreciation based on measured risk.
Investment Strategy
Portfolio Analysis
Asset Allocation Equity Style Box % Fixed Income Style Box %
+ Management Fees
Annual Performance
From inception 2009 2010 2011 2012 2013 2014 2015
Conservative AHA13 45.23% 16.33% -0.73% 14.64% 18.74% 9.28% 2.05%
DJ US Mod. Conserv. 27.28% 11.22% 2.82% 8.40% 8.13% 4.78% 1.48%
Trailing Returns
3 Month 1 Year 3 Year 5 Year Inception
Conservative AHA13 2.05% 8.67% 11.84% 10.81% 16.60%
DJ US Mod. Conservative 1.48% 4.23% 6.03% 6.80% 10.28%
+/- Benchmark Returns 0.57% 4.44% 5.81% 4.02% 6.32%
Investment Growth
Initial Market Value: $10,000 Final Market Value: $25,461
As of 03/31/2015
Conservative Portfolio - AHA13
As a core holding, the AHA Conservative Portfolio owns most major asset classes and proportions them to the efficient frontier, using Modern
Portfolio Theory, the practice of building a portfolio whose blend of asset classes have historically earned the highest rate of return based on the risk
taken. The AHA Conservative Portfolio contains several investment funds carefully selected to achieve the consistent standard deviation of value
needed to maximize the returns for the client. By reallocating the funds on a consistent basis, gains are harvested and the original risk is maintained.
The performance data given
represents past performance and
should not be considered indicative
of future results. Principal value and
investment return of underlying
mutual funds will fluctuate, and an
investor's shares/units when
redeemed will be worth more or less
than the original investment. An
investment in the fund is not insured
or guaranteed by the FDIC or any
other government agency. Investing
in securities involves risk of loss that
clients should be prepared to bear.
Standardized Returns assume
reinvestment of dividends and capital
gains. It depicts performance without
adjusting for the effects of taxation,
but are adjusted to reflect ongoing
fund expenses. The charges and
expenses used in the standardized
returns are obtained from the most
recent prospectus and/or
shareholder report available to
Morningstar. Benchmark returns may
or may not be adjusted to reflect
ongoing expenses. An investment's
portfolio may differ significantly from
the securities in the benchmark. The
investment(s) returns do not
necessarily reflect the deduction of
all investment advisory fees. Client
investment returns will be reduced
due to custodial and transaction fees.
The investment growth graph
compares the growth of $10,000
simultaneously invested in the
AHA16 Moderate Portfolio and that
of the benchmark, Dow Jones
Moderate TR USD. The benchmark is
an unmanaged portfolio of specified
securities and cannot be invested in
directly. The portfolio may differ
significantly from the securities in the
benchmark.E. Rick Adams & R. Brook Hansen are Investment Advisor Representatives offering Advisory Services through Creative
Wealth Strategies, Inc. dba Adams-Hansen & Associates, a Registered Investment Advisor.
LTD MOD EXT
HIGHMEDLOW
Current
Stock Holdings: 2,834
Bond Holdings: 2,877
Expected Return: 9.34
Risk: 13.55
Yield: 2.87
Fund Expenses: .33%
0-10 10-25 25-50 >50
LARGEMIDSMALL
VALUE CORE GROWTH
BOND
CASH
US STOCK
NON US STOCK
OTHER
NOT CLASSIFIED
TOTAL
26.73
10.54
49.92
11.87
0.94
0.00
100.00
0.00
0.00
11.67
4.02
84.31
0.00
100.00
PORTFOLIO % BMARK %
0-10 10-25 25-50 >50
A Registered Investment Advisor
3. Investment Objective
Maximize capital appreciation based on measured risk.
Investment Strategy
Portfolio Analysis
Asset Allocation Equity Style Box % Fixed Income Style Box %
+ Management Fees
Annual Performance
From inception 2009 2010 2011 2012 2013 2014 2015
Moderate AHA16 50.88% 17.99% 1.16% 16.16% 24.94% 7.83% 3.01%
DJ US Moderate 37.64% 15.23% 3.32% 11.92% 19.56% 9.08% 2.80%
Trailing Returns
3 Month 1 Year 3 Year 5 Year Inception
Moderate Portfolio AHA16 3.01% 8.91% 13.32% 12.83% 19.14%
DJ US Moderate TR USD 2.80% 9.59% 11.61% 11.23% 15.93%
+/- Benchmark Returns 0.20% -0.68% 1.70% 1.60% 3.21%
Investment Growth
Initial Market Value: $10,000 Final Market Value: $29,033
As of 03/31/2015
Moderate Portfolio - AHA16
As a core holding, the AHA Moderate Portfolio owns most major asset classes and proportions them to the efficient frontier, using Modern Portfolio
Theory, the practice of building a portfolio whose blend of asset classes have historically earned the highest rate of return based on the risk taken. The
AHA Moderate Portfolio contains several investment funds carefully selected to achieve the consistent standard deviation of value needed to
maximize the returns for the client. By reallocating the funds on a consistent basis, gains are harvested and the original risk is maintained.
The performance data given
represents past performance and
should not be considered indicative
of future results. Principal value and
investment return of underlying
mutual funds will fluctuate, and an
investor's shares/units when
redeemed will be worth more or less
than the original investment. An
investment in the fund is not insured
or guaranteed by the FDIC or any
other government agency. Investing
in securities involves risk of loss that
clients should be prepared to bear.
Standardized Returns assume
reinvestment of dividends and capital
gains. It depicts performance without
adjusting for the effects of taxation,
but are adjusted to reflect ongoing
fund expenses. The charges and
expenses used in the standardized
returns are obtained from the most
recent prospectus and/or
shareholder report available to
Morningstar. Benchmark returns may
or may not be adjusted to reflect
ongoing expenses. An investment's
portfolio may differ significantly from
the securities in the benchmark. The
investment(s) returns do not
necessarily reflect the deduction of
all investment advisory fees. Client
investment returns will be reduced
due to custodial and transaction fees.
The investment growth graph
compares the growth of $10,000
simultaneously invested in the
AHA16 Moderate Portfolio and that
of the benchmark, Dow Jones
Moderate TR USD. The benchmark is
an unmanaged portfolio of specified
securities and cannot be invested in
directly. The portfolio may differ
significantly from the securities in the
benchmark.
E. Rick Adams & R. Brook Hansen are Investment Advisor Representatives offering Advisory Services through Creative
Wealth Strategies, Inc. dba Adams-Hansen & Associates, a Registered Investment Advisor.
Current
Stock Holdings: 3,494
Bond Holdings: 2,659
Expected Return: 9.99
Risk: 15.71
Yield: 2.67
Fund Expenses: .23%
BOND
CASH
US STOCK
NON US STOCK
OTHER
NOT CLASSIFIED
TOTAL
23.83
1.46
57.42
16.82
0.48
0.00
100.00
0.00
0.00
59.24
0.76
40.00
0.00
100.00
PORTFOLIO % BMARK %
LTD MOD EXT
HIGHMEDLOW
0-10 10-25 25-50 >50
LARGEMIDSMALL
VALUE CORE GROWTH
0-10 10-25 25-50 >50
A Registered Investment Advisor
4. Investment Objective
Maximize capital appreciation based on measured risk.
Investment Strategy
Portfolio Analysis
Asset Allocation Equity Style Box % Fixed Income Style Box %
+ Management Fees
Annual Performance
From inception 2009 2010 2011 2012 2013 2014 2015
Aggressive AHA19 55.97% 19.95% -0.70% 15.94% 24.80% 7.25% 3.56%
DJ US Mod. Aggres. 53.21% 16.63% -2.63% 13.97% 20.73% 5.90% 2.98%
Trailing Returns
3 Month 1 Year 3 Year 5 Year Inception
Aggressive AHA19 3.56% 8.49% 12.52% 12.52% 19.69%
DJ US Mod. Aggressive 2.98% 7.16% 10.90% 10.20% 17.08%
+/- Benchmark Returns 0.59% 1.33% 1.62% 2.32% 2.61%
Investment Growth
Initial Market Value: $10,000 Final Market Value: $29,856
As of 03/31/2015
Aggressive Portfolio - AHA19
As a core holding, the AHA Aggressive Portfolio owns most major asset classes and proportions them to the efficient frontier, using Modern Portfolio
Theory, the practice of building a portfolio whose blend of asset classes have historically earned the highest rate of return based on the risk taken. The
AHA Aggressive Portfolio contains several investment funds carefully selected to achieve the consistent standard deviation of value needed to
maximize the returns for the client. By reallocating the funds on a consistent basis, gains are harvested and the original risk is maintained.
The performance data given
represents past performance and
should not be considered indicative
of future results. Principal value and
investment return of underlying
mutual funds will fluctuate, and an
investor's shares/units when
redeemed will be worth more or less
than the original investment. An
investment in the fund is not insured
or guaranteed by the FDIC or any
other government agency. Investing
in securities involves risk of loss that
clients should be prepared to bear.
Standardized Returns assume
reinvestment of dividends and capital
gains. It depicts performance without
adjusting for the effects of taxation,
but are adjusted to reflect ongoing
fund expenses. The charges and
expenses used in the standardized
returns are obtained from the most
recent prospectus and/or
shareholder report available to
Morningstar. Benchmark returns may
or may not be adjusted to reflect
ongoing expenses. An investment's
portfolio may differ significantly from
the securities in the benchmark. The
investment(s) returns do not
necessarily reflect the deduction of
all investment advisory fees. Client
investment returns will be reduced
due to custodial and transaction fees.
The investment growth graph
compares the growth of $10,000
simultaneously invested in the
AHA16 Moderate Portfolio and that
of the benchmark, Dow Jones
Moderate TR USD. The benchmark is
an unmanaged portfolio of specified
securities and cannot be invested in
directly. The portfolio may differ
significantly from the securities in the
benchmark.E. Rick Adams & R. Brook Hansen are Investment Advisor Representatives offering Advisory Services through Creative
Wealth Strategies, Inc. dba Adams-Hansen & Associates, a Registered Investment Advisor.
LTD MOD EXT
HIGHMEDLOW
Current
Stock Holdings: 3,403
Bond Holdings: 579
Expected Return: 11.72
Risk: 18.91
Yield: 2.76
Fund Expenses: .20%
0-10 10-25 25-50 >50
LARGEMIDSMALL
VALUE CORE GROWTH
BOND
CASH
US STOCK
NON US STOCK
OTHER
NOT CLASSIFIED
TOTAL
3.80
.66
55.58
39.47
0.49
0.00
100.00
25.34
0.50
34.61
12.67
26.88
0.00
100.00
PORTFOLIO % BMARK %
0-10 10-25 25-50 >50
A Registered Investment Advisor