Discover who we are
Asset management, wealth management, and financial planning,
coupled with first-class customer service
We deliver first-class customer service
Our Commitment to You
• We educate and guide you through investment options
• We return promptly all emails and phone calls
• We are fully transparent and provide a thorough explanation of all fees
As a Registered Investment Advisor, Hermosa Inc. acts under the Fiduciary Standard of care, which means we act solely in the client’s best interest when providing personalized financial advice.
Our Mission
Hermosa Inc. is committed to providing unbiased and thoughtful financial advice to build and preserve clients’ wealth across generations. We strive to grow our business with honesty and integrity while positively impacting the communities in which we live and work.
Key Principles
Client Focus
We believe in true client partnerships that can span over years and generations.
Discipline
We use discipline to create new habits of thought, action, and speech toward individual and institutional improvement.
Innovation
We regularly evaluate new ideas, methods, and technology in order to further satisfy the needs and expectations of our clients.
Integrity
We demonstrate a consistent and uncompromising adherence to strong moral and ethical principles and values.
Asset Safety
Hermosa has partnered with Charles Schwab & Co., Inc. (“Schwab”), which provides custodial services for Hermosa client assets. Schwab has a secure, flexible platform with an array of sophisticated digital tools, best-in-class technology, a wide range of products and services, and zero commissions on online stock and ETF trades.
Our Approach
Integrated Wealth Management
1. Listening
We listen to and engage with our clients to determine short and long-term goals, to evaluate risk tolerance, and to establish clear goalposts for success.
2. Financial Planning
Our integrated wealth management and financial planning process analyzes all aspects of your financial life. This includes understanding your complete financial picture, including assets, liabilities, liquidity needs, savings, cash flow, estate planning, taxes, retirement planning, and education planning, among others.
3. Implementation
Once we have a clear picture of your financial status and goals, we will implement a tailored investment plan, which is regularly monitored and analyzed for additional opportunities and optimal performance.