Clients are given wide access to diversified investment potentials through Herrand Associates’ deep bag of investment approach options to support its selection of fixed income and equity exposure.

An Alternative Method

Investment options include those that exhibit negative correspondence to the more conventional types of investment, for instance, fixed income and equities.

These investments options form part of a diversified portfolio to serve another layer of diversification through allocating assets toward exposures that tend to remain stable during market movements. Such extra investment options tend to provide investors with gains above general market averages.

Hedge Funds

In the past, investing in hedge funds was an exclusive domain for big institutional investors and the super-high net-value individuals. With growing competition and the reduction of strict regulations, retail investors are more capable of taking advantage of high returns form hedge fund investing.

Herrand Associates maintains a committed team of professionals who can identify and observe hedge funds’ performance to offer clients with a list of potential hedge fund choices.

Commodities

Greater diversification of portfolio can be attained by integrating a selection of commodity alternatives into the existing portfolio. Commodity options aim to achieve non-correlating gains when accommodated along with more conventional asset types, including fixed income and equities investments.

Private Equity

Herrand Associates collaborates with exceptionally high-growth firms in the private sector by providing them with access to private-equity exposures aimed at bringing risk-sensitive gains above overall market averages.

These private equity investments come in short- to medium-term maturity periods and usually demand clients to partner with hedge funds or big institutional investors as capital is sourced out in preparation for IPO issues.

Global Equity Markets

Herrand Associates delivers Equity Management solutions designed to enable clients to produce wealth for their future and their future generations.

To achieve growth of capital within the targeted time frame, Herrand Associates only includes such firms that can substantially deliver the results with the highest value and benefits into the investment equation.

These firms must undergo a strict selection phase and satisfy defined investment parameters and also exhibit solid proof of their staying power for a period of three to five years.

Value-Based Equity Investments

As we focus on value investments, Herrand Associates professionals normally search for medium to large-cap firms whose valuations have not yet been appreciated by the market in general. This is done to maximize opportunities as well as to introduce clients to the advantages of attaining growth, whether the stock price increases or dividends reach above-average industry levels. Moreover, by choosing equities with low values in the market, sufficient protection against short-term volatility becomes an effective risk management tool which is integrated into the equity's price.

Rising Market Equities

While seeking sustainable, high-value returns, we concentrate on rising market equities and top-quality managing firms as vital components of the process to enhance portfolio performance. Because rising market economies are prone to market volatilities within the international environment, proper timing and assets liquidity are primary considerations.

Investment criteria in rising market economies are the following:
• Firms with proven competitive advantages
• Firms with a justifiable franchise methods
• Firms within high-entry and replication-cost areas
• Firms whose services/products maximize cyclical/secular growth

Herrand Associates provides discriminating investors to make well-researched decisions in their task of choosing and implementing independent procedures.

Educated Investment Decisions

Herrand Associates' offer clients quality investment counseling services, along with current research and projected targets consistent with the specialized needs of clients.

Establishing Goals and Providing Advice

Herrand Associates' investments professionals dedicate themselves to providing clients investment opportunities which satisfy client-specific needs and goals. The company’s Investment Advisory group operates by utilizing its broad comprehension of market dynamics, establishing strong business, sustaining open communications and sound advice as well as delivering tailor-fitted solutions.

Clients can depend on pre-established investment goals based on quality advice designed to deliver risk-sensitive capital benefits through equity funds, fixed-income and global market equities.

Unbiased Investment Advice

Every financial solution takes into account portfolio balance by mixing fixed-income and growth potentials consistent with risk capacity levels. Hence, advice provided is unbiased and aims to address unique needs of stock market equities, bond issues, alternative investments and private equity placements.

Herrand Associates employs a holistic approach to two kinds of Portfolio Management requirements: Discretionary and Advisory. Whichever clients choose, portfolio strategies involve meticulous decisions that highlight a risk-sensitive method.

Portfolio Design

Being an independent company that offers wealth management answers, Herrand Associates uses its worldwide knowhow to provide tailor-fitted investment solutions. Every client portfolio is developed to suit unique client needs and to produce investment gains in general terms. In essence, every client obtains a yardstick with which financial goals will be achieved in collaboration with Herrand Associates.

Investment Process

Herrand Associates delivers excellent Investment service founded on a clear, diversified and effectively handled strategy that aims to pinpoint growing trends using company-sourced and third-party current research.

Strategic View

Meticulous evaluation of the worldwide economic and political realities assures fundamentals that serve to predict market fluctuations. Applying this view, Herrand Associates combines effective asset-distribution with specific Client Investment Profiles.

Viable Asset Allocation

Herrand Associates conducts a series of endurance tests to assess the impact of portfolio diversification in terms of performance. As predicted, when markets swing one way, the rest of the portfolio components will swing another way.

Investment Answers

Choosing investment instruments with high potential yield is a vital step in maintaining long-term performance. Technical and fundamental investigation is consistently designed to handle market movements, present portfolio distributions and projected results. This crucial procedure assures our clients with broad experience in effectively managing investments under all kinds of adverse or positive forms of market fluctuations.

Managing Implementation

The Herrand Associates Investment Committee has the capability to choose what to buy and when to buy, providing clients with the advantage of comprehending the methods used and to assure that their investments stay on target while the portfolio remains balanced to deliver maximum returns. Evaluation of performance, regular monitoring and documentation also address the requirements of every client.

Evaluating Client Investment Issues

In order to provide customized service for every individual client, Herrand Associates advisors collaborate tightly with the client to obtain a thorough comprehension of his or her current financial condition and to pinpoint a continuing chain of investment objectives.

Client-Focused Investment Profile

With the information, Herrand Associates develops a Client Investment Profile which will be utilized as a road map for every investment need identified to help achieve or address special choices, capabilities and risk tolerance levels.

Strategy Development

Working closely with the client, Herrand Associates’ adviser will develop several investment recommendations along with meticulous justifications of all prospective returns and evaluation of related risks for each alternative. This procedure allows the client to obtain a well-define perspective of the way each approach will realize their financial aspirations and a sound basis for deciding course of action.

Strategy Implementation

This procedure involves employing the client's chosen strategy through allocating assets in an investment portfolio. Herrand Associates accomplishes this by integrating the allocation as a unified investment package, enabling the client to minimize trading or acquisition costs and maximizing future client gains

Continuing Management

Managing client portfolios is a vital part of sustaining the viable implementation of every strategy. With market fluctuations and adjustments of client requirements in time, the weight of assets will tend to move away from the targeted results. Ascertaining the maintenance of preset course of action provides constant protection to client interests, which is done through close monitoring by a dedicated account adviser and occasional adjustments along the way.

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.

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.