HERRICK PORTFOLIO MANAGEMENT CO.

Overview

Herrick Portfolio Management Co. is a small, owner-operated advisory firm that focuses on fee-based portfolio management for individuals, families and small business clients. The firm’s mandate emphasizes liquidity and capital preservation: a large share of reported assets are held in cash and cash equivalents, and the firm does not identify itself as a capital allocator or pension consultant. Advisory services are delivered on a discretionary basis and the firm is not positioned as an active ESG investor or a multi-state adviser. Investment activity appears conservative and concentrated. With limited total assets and a handful of client relationships, the firm’s practice looks geared toward personalized portfolio oversight, cash management and the use of pooled mutual fund strategies rather than complex alternative structures or large-scale institutional allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices