Case Study: Hanson McClain Advisors achieves clearer client risk communication and streamlined portfolio stress testing with HiddenLevers

Hanson McClain Wins Big with Stress Testing

Hanson McClain Advisors, a registered investment advisory firm with over $2 billion in assets under management, faced a clear challenge: effectively communicating portfolio risk to clients in a way advisors and clients could both understand. To democratize stress testing across the firm and improve client conversations about risk tolerance, Hanson McClain Advisors selected HiddenLevers’ institutional-grade stress testing platform and its risk tolerance questionnaire.

HiddenLevers delivered an easy-to-use stress testing solution integrated with Tamarac for seamless portfolio import and a more client-friendly risk tolerance questionnaire, allowing firmwide adoption and streamlined workflows. As a result, Hanson McClain Advisors improved advisor accessibility to stress testing, enhanced client education around risk (helping prevent inappropriate increases in client risk exposure), and simplified operations by replacing cumbersome legacy processes across the organization.

Hanson McClain Advisors

Jim Worden

Director of Research