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Wealth Management

Extensive Wealth-Building Solutions

Through extensive wealth-building strategies, clients can achieve integrated processes of distinct financial parts as one effective approach.

Value Production Using Sound Wealth Management

Through the consolidation of the various distinct aspects, including portfolio management, tax preparation and estate planning, into one wealth-building process, investors can more easily achieve realize value-added gains to support solid performance essentials.

Proactive Asset Allocation

With the growing complexity of financial markets as well as the tightening of investment regulations, investors encounter more and more obstacles in their goal of protecting and enhancing their wealth. Herrand Associates seeks to help meet these challenges by providing a sound wealth management approach using strategic and tactical distribution of capital, along with tax and trust preparation to maximize wealth preservation.


Investment Process

Due Diligence in the Investment Process

Herrand Associates observes four fundamental tasks in the investment process: Macro Strategies, Manager Research, Client Investment Profile and Portfolio Design.

Asset Allocation Structure

While every aspect of the Herrand Associates investment approach is equally vital as the rest, the procedure is significantly effective in drafting asset allocation guidelines by observing a chronological flow of action.

These four guiding posts utilized by Herrand Associates in its investment strategy assure that every client being managed obtains an investment plan completely in tune with his or her goals and requirements.

1. Macro Strategies

Using a top-to-bottom approach over macroeconomic patterns, create a wide perspective of economic and market-defined projections. This strategy procedure based on a comprehensive view pinpoints surging investment tendencies and movements toward prospective asset-distribution patterns.

2. Manager Research

A bottom-to-top qualitative and quantitative research approach is employed to suit manager choice and performance with rising asset trends. Portfolio management knowhow undergoes meticulous evaluation from the very start of the process and continues on.

3. Portfolio Development

While considering client’s unique requirements, the company allocates assets accordingly to achieve proper balance for the purpose of satisfying minimum to medium to maximum targets.

4. Client Investment Profile

Herrand Associates considers as a crucial part of the investment procedure the creation of a meticulous client investment profile using an incisive evaluation of how every client devices his or her investment implementation. Herrand Associates wealth experts will diligently assess the level of risk tolerance involved in attaining gains satisfactory to the client.


Investment Philosophy


Philosophy of Investment

Herrand Associates offers innovative, unbiased investment solutions custom-fitted to satisfy every client’s specific needs. The company employs tested investment strategies founded on meticulous investigation through its experts to build sound portfolios, concentrating on the protection of assets and aiming to achieve maximum returns.

Philosophy & Principles of Sound Investment

Herrand Associates operates around the following principles and philosophy of investment;

1.       Using the powerful tool of compounding returns as a tested medium, Herrand Associates has been enabled to build portfolios aimed at protecting major investments and at the same time taking advantage of risk-sensitive gains for medium and long-term exposures. The company’s investment approach involves a meticulous process to achieve optimum performance and to preserve wealth against anticipated low market conditions.

2.      Asset-based, strategic decisions supported by intensive research and due diligence undertaken by expert financial managers who analyze potential investment returns from sound, holistic portfolio performance. Utilizing a battery of stress tests, highly-promising investments are juxtaposed against a string of determinants that measure the effect of incorporating them to the present portfolio mix.

3.      The company strictly adheres to the philosophy of tailor-fitting its services to satisfy the needs of clients and to sustain success. As an independent financial management services provider, Herrand Associates focuses on satisfying the aspirations and expectations of all clients, whether we talk of their investment goals, liquidity capacity, performance projections, tax limitations or innate risk resiliency.

4.      The company provides sound, unbiased advice to address the highest benefits for the clients. Herrand Associates does not promote or sell proprietary instruments or receive fees from providers of investment services or third-party groups. The company offers practicable advice, sustaining adaptability and consistency with respect to the dynamic requirements of every client. The company receives compensation for our service via a pre-arranged rate, constantly sensitive to the attainment of absolute gains where the measure of success is not market-based but based solely on expectation.


Herrand Associates is at the forefront of delivering lifestyle financial strategizing, centered on protecting and creating wealth for our clients worldwide.

Sustaining Client Success

From its humble beginnings, Herrand Associates has grown to become a top provider of financial services, focusing on collaborating closely with clients to help them achieve their goals and meet their current financial needs.

Continuing Success for Clients

As an asset manager focusing on providing customized services, Herrand Associates utilizes its status as an independent company to focus resources on the essential and vital main-competency tasks. As the company builds its culture on nurturing sustainable success for clients, Herrand Associates professionals continue to commit themselves to strengthening the quality of its services and transparency.

Protecting the Flow of Global Assets

The Company is all aware of the fact that the investment industry is in a continual flux and retail investors constantly deal with great challenges in the form of growing market fluctuation. Hence, with the increasing organic complexity of the markets, conventional buy-and-hold methods and portfolio management principles cease to be as secure as before.

In response to the dynamic nature of economic realities, Herrand Associates offers custom-fitted asset management strategies aimed at defining and delivering particular needs of every client being managed. The company collaborates closely with the client as advisor through its wealth experts by establishing the unique client future goals consistent with their specific present needs. Taking into account their available current capital resources and their targeted income levels, Herrand Associates delivers to clients creative financial answers designed to protect wealth and achieve growth of asset value.