A complete list of active advisors currently associated with Hermens Capital Management, Inc

Warmer can help you find a great advisor at Hermens Capital Management, Inc or one who fits your needs even better.

Hermens Capital Management serves individual investors as well as pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and financial planning, operating as a fee‑only advisor that does not sell commission‑based products. Portfolios are managed for growth relative to each client’s stated objectives, with goals and risk tolerances documented in Investment Policy Statements and investment decisions informed by fundamental, technical, and cyclical analysis. Accounts are reviewed regularly (weekly) by the sole advisory representative and the firm typically recommends Charles Schwab as custodian to facilitate trade execution, reporting, and fee billing. Compared with most independent single‑advisor firms, HCM’s client mix includes institutional pension and profit‑sharing plans and related pension/retirement consulting services, an engagement type that is uncommon among peers. Founded in 1996 and wholly owned by its president, the firm manages roughly $54 million for about 36 clients and combines ongoing discretionary management with the option of hourly financial planning.

To learn more about the advisors currently working at Hermens Capital Management, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.