About Hahn Invest

Self-directed retail investors, early retirees (FIRE), and independent financial advisors who require strictly independent, data-backed analysis. We do not sell financial products or accept commissions from ETF issuers.

We translate academic financial research and massive institutional data sets into simple, actionable model portfolios and ETF screening tools. We focus relentlessly on structural advantages like extreme low-cost indexing and tax-efficient asset location.

We advocate for passive, cap-weighted (and specifically tilted) ETF investing because the empirical evidence against active stock picking is overwhelming. By removing manager risk and reducing expense ratios, investors mathematically secure a higher probability of long-term success.

Our methodology is based on four strict, verifiable criteria rather than predictive guessing:

• Total Cost of Ownership: Selecting funds with minimal expense ratios and tight bid-ask spreads.
• Tracking Difference: Verifying the fund accurately tracks its stated benchmark.
• Liquidity and AUM: Ensuring the fund is structurally sound enough to avoid closure risk.
• Tax Efficiency: Prioritizing structures that minimize capital gains distributions.