HERGES CAPITAL

INDEPENDENT

Herges Capital is an independent investment advisor that by federal law is obliged to act in your best interest only.

Herges Capital is not a broker. We do not earn commissions. Rather, for your benefit, the turnover rate is low minimizing trading cost and tax.

DIRECT INVESTMENTS

Herges Capital avoids fee-intensive mutual funds altogether. Instead we compose diversified portfolios using low-fee index funds and carefully-selected individual stocks and bonds.

The firm’s flagship products include conservative, earnings-stable U.S. and Euroland stock portfolios as well as low-volatility commodity ETF portfolios.

Background-check Herges Capital on www.adviserinfo.sec.gov.

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