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
Extensive Wealth Solutions
Herrand Associates provides discretionary asset management assistance to clients who choose to entrust the asset management task to investment professionals.
Discretionary Asset Management
Utilizing a prepared Client Investment Profile, an investment approach is devised with an asset allocation consistent with risk-tolerance levels of clients under management.
Asset Management Solutions in Summary
- Client-customized financial management
- Day-to-day, meticulous monitoring of asset dynamics
- Asset allocation balancing to adapt with market movements
- Continuous accessibility to an assigned account manager
- Overview of potential investment options consistent with risk capacity
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.
Innovative Wealth-Building Services
With its comprehensive view of wealth management, Herrand Associates manages client portfolios and offers expert investment advice along with other financial services, including wealth legacy planning, retirement strategizing and taxation.
Consolidated Financial Structure
In the contemporary wealth-building environment, Herrand Associates adheres to the principle that all aspects of the process are vital and that they must work synergistically and efficiently as one organic, viable wealth approach.
Wealth Legacy Planning
Clients possessing considerable wealth require efficient management that is multi-dimensional and sophisticated. Highly-diversified assets, whether they are tangible or not, need to be managed in a customized manner consistent with an investment plan that considers the future generations as well. It demands a meticulous process involving systematizing assets that, if implemented properly, will produce compounding value-focused returns, designed as an integral part of the entire process.
Since wealth has to be protected or preserved for inheritance purposes, legacy or succession planning involves a crucial aspect that assures effective maintenance of asset value. This succession scheme and implementation process requires the excellent knowhow from financial, legal and tax experts who can provide a holistic succession approach to satisfy client needs.
Tax and Legal
With changing regulations and diversifying financial interests worldwide, the extreme complexity regarding efficient administration of investment ventures has grown. Herrand Associates’ tax and legal experts continue to provide clients with services to reduce the effects caused by the unending adjustments in pertinent needs, plus the difficulties encountered by investments located in overlapping political and economic controls.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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;
- 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.
- 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.
- 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.
- 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.