Littleton, CO Office

Hebert Advisory Services, Inc. provides portfolio management and retirement plan advisory services to individual (including high-net-worth) and institutional clients through separately managed accounts invested in equities, fixed income, mutual funds and ETFs. Its services are positioned for taxable, retirement, trust, foundation and endowment accounts and are offered on a discretionary basis.

The firm’s investment process centers on a proprietary technical research product, Institech, which ranks roughly 3,500 securities and characterizes overall market conditions; this technical output is overlaid with independent fundamental analysis to guide security selection and allocation. Equity portfolios are adjusted according to Institech’s market signals (moving toward fuller equity exposure in bullish periods and into cash equivalents during bearish periods), while fixed income holdings are generally managed on a buy-and-hold basis.

Hebert is notable among similarly sized team firms for offering its Institech research as a subscription publication to other money managers and financial institutions and for maintaining a periodic research publication. The firm also has a formal referral relationship with an independent CPA who solicits clients for a referral fee, uses a directed-brokerage approach on Fidelity’s advisory platform, provides client performance and tax reporting on request, and includes team members with nontraditional professional backgrounds such as a professional doctorate.