About

Anderson Hoagland applies its extensive knowledge and experience in two ways: managing investment portfolios to build wealth and simplifying lives by solving complex financial problems. It’s called advanced investment and financial counsel, and we’ve been doing it daily for more than 40 years.

We’ll manage your investment portfolios to optimize risk adjusted returns, and we can help you develop a rational framework to fulfill your financial goals and give you confidence during times of market uncertainty.

We do it all through knowledge-based investing and counseling, reflecting years of experience and world-class academic backgrounds.

What’s in it for you?

Peace of mind. Your wealth enables you to pursue the life you want for yourself and your family. Our first job is to listen. Our second is to apply our knowledge and skills in support of your values and goals.

Keys to a Successful Relationship

GROWING WEALTH
Investments that increase your purchasing power and optimize risk adjusted returns.
SIMPLIFICATION
Counsel that simplifies your life and delegates difficult tasks to us.
TRANSPARENCY
Communication that fosters trust when markets turn volatile and tough decisions are required.

Knowledge Based Leadership

David C. Anderson

EDUCATION

Northwestern University and Harvard Graduate School of Business


EXPERIENCE

Irwin Management Company, McDonnell Douglas Corporation


NOTABLE

CFA, MBA

Laurance R. (Lee) Hoagland III

EDUCATION

Stanford University, Harvard Graduate School of Business


EXPERIENCE

Prudential Investment Corporation


NOTABLE

CFA, MBA

Craig C. Hoagland

EDUCATION

Stanford University, Stanford Graduate School of Business


EXPERIENCE

Bain & Company


NOTABLE

CFA, MA

John J. Kang

EDUCATION

Washington University, Saint Louis University School of Law


EXPERIENCE

KPMG, Private Bank and Trust


NOTABLE

JD, CPA
(no longer engaged in private practice.)

Sherry A. O’Brien

EDUCATION

Fontbonne University


EXPERIENCE

PNC Investments, U.S. Bancorp


NOTABLE

BA, CRPC, Series 66

Andrew M. Shenberg

EDUCATION

University of Missouri – St. Louis


EXPERIENCE

Krilogy


NOTABLE

CFA, CFP®

Laurance “Laurie” Hoagland

Prior to his passing in 2022, Laurie co-founded Anderson Hoagland before becoming the first CEO of the Stanford Management Company in 1991, charged with managing the Stanford University endowment.