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Our Mission

Haussmann Financial has been doing business in Orange County 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 $680 million of client assets. We’ve accomplished this by strictly adhering to our core values and principles.

Our Job as a Professional Investment Management Consultant is to Strive to Help Clients Achieve Their Financial Goals by Developing a Long-Term Plan and Sticking to It.

Our business, in focus, form and practice, is defined by our core values. All of our clients deserve respectful and professional service. Clients can expect to receive, and will receive, the consideration demanded by our principles and core values.

INTEGRITY

strive to avoid any and all conflicts of interest by:

  • Putting our clients’ best interests first.
  • Maintaining complete confidentiality
  • Employing an asset-based pricing structure, putting our goals in common.

COMPETENCE

At the end of the day, our competence helps
to determine our clients' success. It is also
what differentiates us from our competition.
We will maintain our edge by:


  • Hiring the best and brightest people.
  • Investing heavily in professional training
    and development.
  • Utilizing the most sophisticated and
    avanced tools available in the industry.
  • Exercising prudent judgement.
  • Emphasizing quality in the construction
    and ongoing review of all portfolios.
    Proactively managing portfolio risks.
  • Keeping our clients informed at all times.

SERVICE

Our clients expect and deserve exceptional service at all times. We will deliver by anticipating the needs of our clients, caring about them personally and exceeding their expectation

VALUE

Our clients should expect to receive more for their money from us than they can get anywhere else. We will deliver exceptional value by:


  • Providing our clients with what we believe
    is superior advice and service at a fair price.
  • Drawing on the professional experience
    and expertise of other professional
    advisors (e.g. accounting, legal).

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