Herz Financial Model Portfolio

Investment Herz Financial’s asset allocation strategies are designed to accommodate the financial needs of investors at various life stages with different risk profiles and return objectives. Our strategies are designed to provide broad diversification across the investment spectrum, reducing portfolio volatility and increasing the potential of positive investment returns. The goal of Herz Financial’s investment philosophy is to construct a diversified portfolio that: • Focuses on taking risk only where it is adequately compensated • Provides a framework to manage risk exposure • Allows skillful managers the flexibility to add value Philosophy

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