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Hébert Advisory Services, is an independent money management and stock market research firm specializing in separately managed accounts. We’ve been producing and publishing our INSTITECH technical stock market research since 1968 and successfully managing equity portfolios since 1975.

We are a third generation, family owned and operated investment advisory firm.


The Hébert Advisory Team...

Richard L. Hébert, MBA
President, Portfolio Manager, CIO

Rick joined the firm in 1999 specializing in portfolio management using the company’s proprietary technical stock market analysis, INSTITECH©. As Chief Investment Officer he directs overall portfolio management strategy and execution. He has over twenty-five years of senior executive experience in financial and business management within the industrial and financial sectors. Rick earned an MBA, Honors, Finance emphasis, and BS, BA in Finance, Cum Laude from Regis University. He is a member of American Mensa, LTD, American Association of Individual Investors and the Rotary Club of Golden.

Rick holds an Investment Advisor Representative designation by completing NASAA Uniform Investment Adviser Law Examination (Series 65) and is registered under FINRA.

 

Kimberly (Kiki) Deane
Senior Vice President, Portfolio Manager

Kiki joined the firm in 2008 with an extensive financial background with emphasis in Investment Management, Corporate and Institutional Trust business. As a securities industry professional since 1988, Kiki brings substantial investment, management and operational experience to the company. Kiki is an active participant in the community of Golden. Currently, she serves a Vice President of the Foothills Art Center Board of Directors and was former Vice Chair of the board and continued supporter of the Jefferson Symphony Orchestra Association. She remains an active volunteer for Golden Civic Foundation, Golden Rotary and the Golden Chamber of Commerce. 

Kiki holds an Investment Advisor Representative designation by completing NASAA Uniform Investment Adviser Law Examination (Series 65) and is registered under FINRA.

 

Jason Hébert
Vice President, INSTITECH Research Management

Jason joined the firm in 2011 with considerable experience in Senior Executive management and overall business and IT administration.  He leads and manages the firm’s proprietary Institech analysis and research production, development of portfolio accounts and overall client services administration.  Jason is involved with youth activities and volunteers in the Adams 12 School District and is a youth mentor and coach in the Broomfield football, baseball, and hockey leagues.

Jason holds an Investment Advisor Representative designation by completing NASAA Uniform Investment Adviser Law Examination (Series 65) and is registered under FINRA.

 

Ramona (Mona) Hébert
Operations Manager, Retirement Plan Advisory Management

Mona joined the firm in 2013 with extensive experience in business management and administration.  For over 20 years she has successfully managed, and operated small business enterprise.  She leads and manages the firm’s operational, back office and client administration functions.  Mona is involved with managing youth hockey teams, volunteering in the Adams 12 School District, coaching youth volleyball, and softball.

Mona holds an Investment Advisor Representative designation by completing NASAA Uniform Investment Adviser Law Examination (Series 65) and is registered under FINRA.

 

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Our Founders Emeritus...

Howard J. Hébert, CMT
Co-Founder Emeritus

New to the securities business in 1957, Howard Hébert discovered that there were few reliable tools available to help investors make adequately informed decisions for buying and selling common stocks. Buying and selling stocks back then was, and still is today, an exercise in emotional control: a “great story” became just that and could lead to regrettable financial consequences. The buy and sell decisions were fraught with emotional baggage that investors were reluctant to acknowledge.

Howard studied the limited technical stock market research available at the time and recognized that there should be better way to address this emotional buy and sell dilemma. He concluded that by accurately analyzing stock price movements a mathematical description could be developed to illustrate how a particular stock was faring when compared to other stocks and the broader market.

From this concept he developed INSTITECH©, a unique relative strength analysis that accurately describes the price movement of individual stocks and the market in general. Being mathematical in nature the INSTITECH© process is an enduring, non-emotional tool used to aid in the selection or elimination of stocks from portfolio accounts.

In 1992 Howard and his daughter Suzanne formed Hebert Advisory Services as an investment management and technical stock market research firm.

Howard is a Chartered Market Technician (CMT), a member of the Market Technicians Association, CFA Institute© and the New York Society of Security Analysts (NYSSA).


Suzanne M. Hébert, CFA
Co-Founder
Emeritus

Suzanne began her investment career in 1986 as an analyst and equity portfolio manager. In 1992 Suzanne and her father, Howard formed Hébert Advisory Services as an investment management and technical stock market research firm.

She is a Chartered Financial Analyst with membership in the CFA Institute© and the CFA Society of Colorado. Suzanne graduated with a BS in Finance from the University of Colorado.

 

CFA Institute© is a trademark owned by the CFA Institute

INSTITECH© is a trademark owned by Hébert Advisory Services

 
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Hébert Advisory Services, Inc.
12136 West Bayaud Avenue Suite 105, Lakewood, CO 80228
303-986-9110 | 800-642-0269 | Fax 303-988-9213
Email: mona@hébertadvisory.com