Heximer Investment Management

Ronald J. Heximer makes all investment decisions. He founded the firm in 1997 and serves as President and Chief Compliance Officer. There is no investment committee, no co-CIO, and no disclosed succession plan. The firm's SEC filing lists fewer than five total advisory personnel, with Heximer as the sole decision-maker.

Heximer runs concentrated, long-only equity portfolios using bottom-up fundamental analysis. The typical portfolio holds 20 to 40 individual US stocks with a multi-year holding period. The firm avoids derivatives, leverage, and alternative investments, and does not offer model portfolios or ETF-based strategies. Sector allocations reflect the manager's stock-specific conviction rather than benchmark weights.

The firm manages only separately managed accounts for individuals, high-net-worth families, trusts, and pension and profit-sharing plans. It does not sponsor any mutual funds, ETFs, hedge funds, or private equity vehicles, based on its public SEC disclosures.

Heximer does not participate in co-investments, club deals, or fund-of-funds structures. The firm's mandate is limited to direct stock selection within separately managed accounts. It does not invest client capital into third-party private funds or alternative vehicles.

Key-person risk is the dominant concern. Ronald Heximer is the sole investment decision-maker, compliance officer, and owner. If he were to retire, die, or become incapacitated, the firm has no disclosed continuity plan, no named successor, and no institutionalized investment process that would survive his departure. Any allocation must underwrite this concentration risk explicitly.

The firm does not publicly describe its sourcing process, but its strategy of concentrated, long-term stock picking suggests reliance on direct company research, public filings, and possibly industry contacts built over decades. There is no indication the firm uses external research aggregators, quantitative screens, or broker-dealer models as primary sourcing tools.

There are no known affiliated philanthropic foundations or donor-advised fund platforms linked to Heximer Investment Management. The firm's regulatory filings do not reference any related charitable entities, and no public record connects Ronald Heximer to a separate foundation vehicle.