Asset Management
We offer dedicated financial advice and investment capabilities across all major global asset classes.
Our Service
Hermosa offers discretionary asset management services to advisory clients through determining individual investment goals, time horizons, objectives, and risk tolerance.
Hermosa provides investment strategies, investment selection, asset allocation, portfolio monitoring and management of overall investment programs. As a Registered Investment Advisor, we provide access to a broad range of investments, ensuring geographic diversification of your wealth.
Client assets are held at Schwab, the industry leader and largest custodian of Registered Investment Advisor (RIA) assets, providing custodial, operational, practice management, and trading support.