Heximer Investment Management Inc.

Overview

Heximer Investment Management Inc. is an independent, individually owned registered investment adviser that focuses on serving individuals and families, along with small-business clients. The firm emphasizes portfolio management and financial planning, using a fee mix that includes a percentage of assets under management, hourly charges and fixed fees. Filings show a clear equity tilt: the firm’s investment activity is concentrated in exchange-traded equities and ETFs, with a preference for liquid, publicly traded instruments while supplementing client portfolios with third‑party alternative managers when appropriate. Heximer Investment Management Inc. does not position itself as an ESG-focused manager and is not registered as a multi-state adviser on its filing, though it operates offices in more than one state. Its client work is largely discretionary, indicating the firm manages day‑to‑day investment decisions for most relationships rather than acting purely in an advisory or non-discretionary role.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices