Providing Research-Based Wealth Solutions
Tailored to the Needs of Our Clients
Herr Investment Group serves institutions, individuals and families who are navigating significant wealth and seeking bespoke asset management. Through a collaborative and confidential relationship, we build our clients individualized portfolios, carefully oversee their progress, and refine their strategy on an ongoing basis.
In an ever-changing investment environment, we remain driven to achieve continuous prosperity for our clients.
Our Commitment to Excellence Means Leveraging:
Diligence in Thought
Blending deep research with independent thinking, we’re adamant about only recommending solutions we’ve thoroughly vetted as suitable for preserving and growing your wealth.
Direct Accessibility
Whether you have a quick question or need to address a pressing matter, you can directly access us. As a boutique firm, this level of service is a unique benefit we offer our clients.
A Customized Approach
We guide our clients by understanding their distinct goals and carefully build their portfolios all the way down to the individual security level.