Worthington, OH Office

Heximer Investment Management provides investment management, wealth management, and financial planning to individuals (including high-net-worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages roughly $134 million across about 116 client relationships and typically delivers discretionary portfolio management alongside periodic financial planning and reporting.

Heximer tailors portfolios to individual objectives and risk tolerances, drawing on fundamental, technical, charting, and cyclical analysis to inform long‑ and short‑term trading decisions. Its investment toolkit includes margin, short sales, and options writing (covered, uncovered, and spreading strategies), and the firm discloses using derivative strategies within separately managed accounts when appropriate.

Noteworthy aspects include the firm’s explicit use of derivatives and options strategies in managed accounts—a practice that is uncommon among similar supported firms—and an affiliated tax services entity (Family Tree Tax) that provides tax planning and preparation to some clients. The advisory staff hold professional credentials such as CFA, CFP, CAIA, and EA, and the firm permits client‑imposed investment restrictions and conducts proxy voting on discretionary accounts.