At Hermosa, our relationship begins with listening, to better understand your needs, objectives, goals, and passions. With a full appreciation of your financial picture, we develop customized investment plans and ongoing management. We serve as a valued partner to individuals, entrepreneurs, families, and foundations, providing a tailored approach with global perspectives.
Hermosa offers asset management services to high net-worth individuals, multi-generational families, corporations, non-profit organizations and other advisory clients. As part of our service, we work with you to determine individual investment goals, time horizons, objectives, and risk tolerance. The firm provides investment strategies, investment selection, asset allocation, portfolio monitoring and management of clients’ overall investment programs.
As a critical component of Hermosa’s Integrated Wealth Management, your financial advisor will prepare a unique financial plan for you to provide a roadmap for achieving your life’s financial goals. These analyses will provide a comprehensive evaluation of clients’ current and future financial states, a forecast of future cash flow, expected asset values, and potential withdrawal plans.