Hermens Capital Management, Inc

Overview

Hermens Capital Management, Inc. is an independent registered investment adviser that focuses on serving individual and family clients, while also providing portfolio management for small businesses and institutional/business clients. Its advisory scope includes financial planning, ongoing portfolio management and pension consulting services. The firm charges fees primarily as a percentage of assets under management and also offers hourly billing for certain engagements. Investment positioning favors equities, with a meaningful portion of client capital held in non-exchange traded equity exposures. Hermens Capital Management is not positioned as a multi-state adviser or an active ESG investor, and it does not operate as a capital allocator to external managers in the sense of running a standalone fund platform.

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