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Individually Managed Portfolio Accounts...

Portfolio accounts are built around a core growth equity strategy,

broadly diversified, and offered with asset allocation levels to suit investor needs and risk tolerance.

Hebert managed portfolios are suitable for individual retirement, rollover accounts, taxable or institutional accounts.

As a fiduciary, Hebert does not take possession of client accounts or funds.

Client accounts are individual brokerage accounts held at qualified, independent custodians such as Fidelity Investments. Clients engage Hebert to provide discretionary investment management.

Accounts are generally fully invested during bullish or up trending market periods. During bearish periods or down trending market conditions, cash levels tend to increase. This helps maintain a defensive oriented posture consistent with market conditions.

Depending on clients’ risk tolerance and risk capacity, account composition will range from an all equity allocation to an asset allocation mix of equity and fixed income securities appropriate to the individual situation.

Recommended minimum initial investment:

For all equity allocation portfolio: $100,000

For asset allocation portfolios, equity with income component: $200,000

Please contact us for an individual review and customized recommendations.

 


 

 
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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