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Udo H
Series 63, Series 65
San Diego, CA
Herges Capital Management
Udo Herges is a financial advisor with Herges Capital Management in San Diego, CA, holding Series 63 and Series 65 credentials and having nine years of industry experience. He has been with Herges Capital Management since 2013. Herges Capital Management provides discretionary portfolio management to private clients, including high-net-worth individuals and trusts, focusing on low-cost, tax-efficient, long-only investment strategies. The firm uses quantitative selection methods, emphasizes direct holdings of individual stocks and bonds, and applies ethical exclusion criteria alongside risk-weighted commodity allocations.
Zeynep H
Series 65
San Diego, CA
Herges Capital Management
Zeynep Herges is a Series 65–licensed financial advisor with nine years of industry experience. She has been with Herges Capital Management since 2013. The firm provides discretionary portfolio management to private clients, focusing on a low-cost, tax-efficient, long-only strategy that emphasizes direct holdings of individual stocks and bonds, quantitative selection methods, and risk-weighted commodity allocation.
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