Becoming a Hebert client starts with a collaborative conversation: We’ll discuss your individual situation, goals, and objectives - both short and long term. We’ll answer questions and concerns you have, then together we’ll determine if there is a good fit between us. If so, we’ll partner up and you’ll be on your way with a better way to invest.
Starting up a new account or transferring your current portfolio to our management is a straightforward and easy undertaking for you. We’ll manage and guide the entire process for a stress-free transfer.
