A complete list of active advisors currently associated with Hibernia Strategies Inc.
Warmer can help you find a great advisor at Hibernia Strategies Inc. or one who fits your needs even better.
Hibernia Strategies Inc. provides investment advisory and portfolio management services to a mix of individual and institutional clients, including high‑net‑worth individuals, family offices, pension funds, municipalities, venture capital and hedge funds, trusts, and charitable organizations. The firm reports approximately $2.32 million in discretionary assets under management and delivers tailored Investment Policy Statements and ongoing portfolio management. Hibernia typically manages accounts on a discretionary basis, documenting client goals, risk tolerance and constraints during an initial fact‑finding interview and conducting regular monitoring with at least annual formal reviews. Its investment methods combine technical/charting, fundamental, and cyclical analysis, and the firm emphasizes fair and equitable allocation of limited investment opportunities across client accounts. Distinctively, Hibernia uses performance‑based fee arrangements with qualified clients instead of relying solely on percentage‑of‑assets fees, an approach that the firm says can create conflicts of interest and is managed through written procedures and reviews. The firm also discloses solicitation fee arrangements, does not participate in wrap fee or soft‑dollar programs, and provides services to institutional clients despite its relatively small asset base.
To learn more about the advisors currently working at Hibernia Strategies 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.
Name |
Location |
Years of experience |
|---|---|---|
West Chester, PA
| 1
|
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