Wealth Management


Wealth Management

Extensive wealth-building solutions

Through extensive wealth-building strategies, clients can achieve integrated processes of distinct financial parts as one effective approach.

Value production using sound wealth management

Through the consolidation of the various distinct aspects, including portfolio management, tax preparation and estate planning, into one wealth-building process, investors can more easily achieve realize value-added gains to support solid performance essentials.

Proactive asset allocation

With the growing complexity of financial markets as well as the tightening of investment regulations, investors encounter more and more obstacles in their goal of protecting and enhancing their wealth. Herrand Associates seeks to help meet these challenges by providing a sound wealth management approach using strategic and tactical distribution of capital, along with tax and trust preparation to maximize wealth preservation.

Portfolio Management

Portfolio Management

Herrand Associates employs a holistic approach to two kinds of Portfolio Management requirements: Discretionary and Advisory. Read More

Herrand Associates' Company Brochure

Company Brochure

Get a copy of Herrand Associates' company brochure. (Adobe Reader is required to read the PDF file).

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Portfolio Management

Clients receive from Herrand Associates excellent global strategies to two kinds of Portfolio Management requirements: Advisory and Discretionary.

Wealth Planning

Herrand Associates also delivers portfolio management and investment solutions integrated with wealth succession strategies, taxation and retirement planning.

Investment Advisory

We offer investors well-educated answers to guide them undertake the selection and implementation process at their own decision.