HERO Asset Management

Hero Asset Management is a newly formed advisory firm that provides customized portfolio management and comprehensive wealth advisory services to individuals, families, retirees, family offices, and small businesses. Services include financial risk management, generational wealth and retirement planning, investment advice (including hedge fund product recommendations for qualified clients), and selection of third‑party advisers after due diligence.

The firm intends to manage accounts on both discretionary and non‑discretionary bases and conducts periodic reviews and updates to client financial plans. Its investment process combines fundamental, technical, and quantitative analysis across a broad set of instruments — including equities, ETFs, bonds, commodities, currencies, and cryptocurrencies — and the firm produces market commentaries and offers teach‑ins as part of its client education efforts.

Notable features include operating as a solo practitioner with no assets under management at registration and maintaining an affiliated insurance entity that provides insurance services separate from the adviser’s investment activities. The adviser requires accreditation or suitability standards for clients, uses third‑party custodians (does not take custody), and plans to engage third‑party marketers and outside advisers, emphasizing outsourced execution and formal vetting of external providers.