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Our Services

We offer separately managed portfolio accounts and subscription services
to Institech, our proprietary technical stock market research.

Portfolio Accounts:

Asset appreciation with reasonable risk. Broadly diversified, solid performing managed accounts.

The portfolio management we offer is a unique blend of our own specialized technical analysis overlaid with outside independent fundamental research. This combination provides a solid basis to build the broadly diversified stock portfolio that is so important to help mitigate investment risk.

High Strength Growth Account:

  • An all equity portfolio intended for growth oriented investors with a longer investment time horizon and higher risk tolerance. The objective of this account is long term capital appreciation with reasonable risk.  This account provides the basic core growth element of our equity investment strategy and is generally intended for clients not needing distributions in the foreseeable future (minimum of 5 years recommended). Suitable for individual retirement or taxable accounts.
  • Minimum recommended initial investment: $100,000
  • Portfolio accounts are built around a core growth equity strategy and offered with allocation levels to suit investor needs and risk tolerance. Equity investment levels are managed according to our INSTITECH research process and market analysis.
  • Accounts are generally fully invested during bullish periods while bearish periods require a more defensive oriented cash position. Portfolios are separately managed and not commingled with others and set up as individual brokerage accounts held independently with Fidelity Investments, who in turn provide custodial and trading services.

Growth and Income Account:

  • This account is designed around the High Strength Growth Account as the core equity investment along with an additional fixed income component for investors with a longer investment time horizon and moderate risk tolerance. The objective is to combine long term capital appreciation with current income. Accounts typically have an asset allocation of 50 to 75% equities with the balance in fixed income investments such as preferred stock, investment grade corporate, municipal and US Government bonds and cash. Account may have infrequent cash distributions, while generally limiting the equity portion drawdown.
  • Minimum recommended initial investment: $150,000

Balanced Account:

  • This account is designed around the High Strength Growth Account as the core equity investment along with an additional fixed income component for investors with a longer investment time horizon and less risk tolerance. The objective is to combine long term capital appreciation with current income. Accounts typically have an asset allocation of 30 to 60% equities with the balance in fixed income investments such as preferred stock, investment grade corporate, municipal and US Government bonds and cash. Account may have regular cash distributions, while generally limiting the equity portion drawdown.
  • Minimum recommended initial investment: $200,000

Premier Account:

  • This account style is constructed using Exchange Traded Funds (ETFs)  providing broad market exposure with a high level of diversification. Two ETF account styles are offered: Growth and Balanced, for different risk tolerance levels. Intended for lower initial investment amounts and additional family accounts, this account is suitable for retirement and taxable investments.
  • Minimum recommended initial investment: $50,000.


 

 
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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