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About Us

Our Philosophy

It has been our experience that investment success is usually determined through an unwavering commitment to a set of clearly defined investment principles. Collectively, the principles listed below define our philosophy:


Our Primary Purpose

Investors should make sure that their investment expectations are reasonable and rational based on long-term experience.

  • Market timing doesn't work. Long-term investors should stay fully invested unless it is clearly imprudent to do so.
  • It's just as important to manage risk as it is to seek returns.
  • Asset allocation is our preferred method for managing risk. It is important to note, however, that it does not guarantee greater or more consistent returns, or guard against market loss
  • When it comes to their serious money, investors should consider using professional managers, rather then trying to manage it themselves
  • Never invest in anything you don’t understand. Take the time to educate yourself before you put your investment capital at risk.

Our Mission

Haussmann Financial has been in business since 1990. We employ nine investment professionals plus the extensive resources of Securities America, Inc., an independent broker/dealer with over 1,800 registered representatives nationwide. We have invested over over $950 million of client assets. We’ve accomplished this by strictly adhering to our core values and principles.

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Our Services

Achieving financial goals results from developing a long-term plan and sticking to it. Our job as an investment advisor is to help our clients work toward their goals. We accomplish this through a disciplined process which is made up of three distinct and important phases: Strategy, Implementation and Monitoring.

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