Updated:
HERGES CAPITAL MANAGEMENT
Herges Capital Management is a 100% independent fiduciary with dual registrations as a state-registered investment advisor (RIA) and commodity trading...
Overview
Herges Capital Management is a 100% independent fiduciary with dual registrations as a state-registered investment advisor (RIA) and commodity trading advisor (CTA). The firm uses a direct indexing approach, purchasing individual bonds and stocks to avoid third-party mutual fund and ETF fees, and emphasizes tax and cost efficiency. Services include investment advising, portfolio management, dividend growth investing, and a trend-following futures strategy.
General information
Firm type
RIA
Year founded
2013
Location
City
San Diego
Principals
Dr. Udo Herges
Founder & CEO
Dr. Udo Herges
Founder & Chief Executive Officer
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research HERGES CAPITAL MANAGEMENT in Altss
Explore available research and relationship coverage for this adviser in Altss.