Udo Herges is a financial advisor at Herges Capital Management in San Diego, CA, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked at Herges Capital Management since 2013. Herges Capital Management provides discretionary portfolio management to private clients, including high-net-worth individuals and trusts, focusing on a low-cost, tax-efficient, long-only investment approach that emphasizes direct holdings of individual stocks and bonds. The firm combines quantitative selection methods with ethical exclusion criteria and manages accounts with an emphasis on risk-weighted commodity allocation.

Zeynep Herges is a financial advisor at Herges Capital Management with eight years of industry experience. She holds a Series 65 designation and has been with Herges Capital Management since 2013. The firm provides discretionary portfolio management to private clients, including high-net-worth individuals and trusts, emphasizing a low-cost, tax-efficient, long-only investment approach focused on individual stocks and bonds. Herges Capital is notable for its dual registration as both an investment adviser and a Commodity Trading Advisor, its use of quantitative methods, and its explicit ethical exclusion criteria in stock selection.