Learn more about the Herz model portfolios

Investment Portfolios

At Herz we only work with long-term asset portfolios. We maintain a steadfast focus on risk minimization through diversification strategies. Our philosophy is to reduce the impact of volatility on your portfolio through extensive asset allocation and proper selection of asset classes and investment managers.


Tax Strategies

Whether you’re looking to defer taxes, pay taxes currently, or reduce tax payments, Herz will utilize the most tax efficient strategy.  The impact of a poor tax strategy can significantly erode your accomplishments.  That’s why the tax implications of your assets in terms of growth and eventual transfer are essential to any Herz plan.

Income Maximization

Living the lifestyle that you are accustomed to requires structuring your assets to maximize your income. At Herz we specialize in providing guaranteed income streams for retirement, business obligations, and all your lifestyle needs.

Invest with confidence
  • FidelityFidelity
  • American FundsAmerican Funds
  • T.Rowe PriceT.Rowe Price
  • VanguardVanguard
  • PimcoPimco