ABOUT US INVESTMENT METHODOLOGY FINANCIAL PLANNING CUSTODY & FEES CONTACT CLIENT PORTAL Custody & Fees Hager Investment Management Services, LLC may recommend that clients establish brokerage accounts with the Schwab Advisor Services division of Charles Schwab & Co., Inc. (Schwab), a FINRA registered broker-dealer, member SIPC, to maintain custody of clients’ assets and to effect trades for their accounts. Although Hager Investment Management Services, LLC may recommend that clients establish accounts at Schwab, it is the client’s decision to custody assets with Schwab. Hager Investment Management Services, LLC is independently owned and operated and not affiliated with Schwab. Schwab provides Hager Investment Management Services, LLC with access to its institutional trading and custody services, which are typically not available to Schwab retail investors. These services generally are available to independent investment advisors on an unsolicited basis, at no charge to them. Hager Investment Management Services, LLC is not a broker and receives no commissions based on transactions executed on behalf of clients. The firm charges an investment advisory fee of three-quarters of one percent of assets under management per year. This fee is billed on a quarterly basis in arrears. Clients also incur commission charges on portfolio transactions, the amount of which varies depending on the broker/custodian employed. Investment Advisor Public Disclosure ADV PART 1 ADV PART 2 (Brochures) Hager Investment Management Services, LLC | 280 Main Street | P.O. Box 1019 | New London, New Hampshire 03257 | 603-526-4099

ABOUT US INVESTMENT METHODOLOGY FINANCIAL PLANNING CUSTODY & FEES CONTACT CLIENT PORTAL Hager Investment Management Services, LLC is an independent, privately owned, state registered investment advisory firm located in New London, New Hampshire. We provide investment management and financial planning services to individual investors, endowments, trusts and retirement funds. Our History Peter Hager founded the firm in 1982 after over nineteen years of investment management experience with leading financial institutions. Andrew Hager joined the firm in 1995 and is now the managing partner. Originally organized as a sole proprietorship, the business became a limited liability company in 2001. Robin Brigham, CFP® became the third professional member of the firm in 2015. As of March 31, 2021, aggregate assets under management amounted to $93.5 million encompassing one hundred thirty seven client relationships. BIOS FREE CONSULTATION INVESTMENT ADVISOR PUBLIC DISCLOSURE Invest with professionals to achieve your financial goals! Hager Investment Management Services, LLC | 280 Main Street | P.O. Box 1019 | New London, New Hampshire 03257 | 603-526-4099