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Carson Institutional Alliance Deepens Bench of Investment Committee, Taps Disciplined Asset Manager To Provide Perspective

Day Hagan founder brings nearly 30 years of portfolio management and research to assist with the management of investment strategies for investors, advisors

OMAHA, Neb., April 14, 2014 /PRNewswire-iReach/ -- Carson Institutional Alliance is intensifying their efforts to provide investors with a wide-range of advanced asset management strategies. Ron Carson, founder and CEO of Carson Institutional Alliance announced today that Don Hagan, CFA®, has joined the firm's investment committee as a consultant.


"Don has spent nearly three-decades providing investors and financial advisors with portfolio guidance grounded in research and discipline," said Carson. "His company's philosophy of 'Clients First' coupled with his steadfast investment strategies makes him a great addition to the committee."

Hagan has been providing investment research and recommendations to global financial institutions since 1988. His work centers around a disciplined, tactical, and diversified approach to asset allocation and portfolio construction -- designed to minimize risk and identify those areas of the market with the highest probability of success.

"Ron Carson has built a group of proven professionals that are committed to providing unwavering transparency and disciplined investment strategies for the benefit of their investors and advisors," said Hagan. "It is an honor to join a world-class research team dedicated to providing best-of-breed strategies for their clients."

Hagan is currently serving as partner and director of research at Day Hagan Asset Management, a firm he co-founded in 2004. Prior to founding the firm, he served as senior vice president and senior portfolio manager for Wells Fargo Bank's Private Client Services.  During his tenure with Wells Fargo, Hagan concurrently served on Wells Fargo's national asset allocation committee and national investment policy committees. Hagan's role included directing wealth planning initiatives, asset allocation and investment strategy for Wells Fargo's national PCS division.  He also served as one of the seven members of the Investment Management committee for Wells Fargo's flagship equity portfolio, Signature Core. Prior to Wells Fargo, Hagan served as director of research for SCI Capital Management and chief sector analyst and editor for Ned David Research, Inc.    

"Don is a seasoned voice in the industry with a long memory and sharp instincts on how to deliver top returns with minimal costs and risk to clients," said Mark Lookabill, CFP®, co-chief investment strategist of the investment committee. "I am thrilled that our advisors and investors have access to a first-class resource such as Don."

In his role with the committee, Hagan will lead weekly calls for Carson Institutional Alliance advisors and their investors focusing on the performance, behavior and structure of the current macroeconomic environment. With the addition of Hagan, the investment committee now includes seven members with more than 150 years of combined experience. The committee is comprised of Chartered Financial Analysts (CFA®), technical analysts, Certified Financial Planners (CFP®), portfolio managers, and members of the Alliance's equity and fixed income research teams.

Hagan earned a B.A. in Economics from the University of Florida and was awarded the Chartered Financial Analyst designation in 1994. He is a member of the Association for Investment Management Research and the Investment Management Consultants Association.  

With the successful growth of his wealth management firm, Ron Carson became a respected leader in the financial services industry and focused on helping other advisors serve their clients by enhancing their value proposition. He launched Carson Institutional Alliance to enable advisors to directly leverage disciplined investment strategies, operational efficiencies, marketing support and more, all while retaining full independence and control of their businesses. Driven by the dire need for enhanced transparency, lack of consumer trust and need for simple accountability, Carson Institutional Alliance and its partners aim to operate as true consumer advocates in an era where such advocacy is in short supply. For more information, please visit

Day Hagan Asset Management is separate from and not affiliated with Carson Institutional Alliance, which is not responsible for Day Hagan's services, policies, or content.

Media Contact: Jessica Taylor, Impact Communications, 913-649-5009, [email protected]

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