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Herr Investment Group

Distinctively Customized Portfolio Management

Our Capabilities

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.

Partnering with Us

Our Services