A complete list of active advisors currently associated with Herndon Investment Management, LLC
Warmer can help you find a great advisor at Herndon Investment Management, LLC or one who fits your needs even better.
Herndon Investment Management serves individuals, estates, trusts, charitable organizations and endowments, providing discretionary investment management and portfolio construction aligned with each client's objectives. The firm typically applies a guideline account minimum of $500,000 for new advisory relationships, which may be adjusted on a case-by-case basis. The firm’s investment process integrates fundamental analysis, valuation and technical analysis to determine asset allocation and security selection, with an emphasis on long-term return generation and risk management. Client investment profiles are reviewed periodically (generally annually) and accounts are rebalanced as needed, with a preference for highly liquid securities, exchange-traded funds and mutual funds to limit transaction impact. Compared with many peers, the firm’s principal brings multi-decade institutional experience in equity research and chief investment officer roles, and the firm formally adopts the CFA Institute Asset Manager Code and Code of Ethics, reflecting an institutional governance approach. The advisor does not vote client proxies (clients receive proxies directly from custodians), does not aggregate orders into block trades, and recommends a single custodian without receiving third-party monetary compensation.
To learn more about the advisors currently working at Herndon Investment Management, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Greenfield, IN
| 4
|
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