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.