Wealth Advisors &
Investment Management
Contact Us World Class
2020 Alternative
Asset Manager of the Year
Learn More Contact Us AWARDED

Our Services

WE ACTIVELY PROFIT FROM MARKET UNCERTAINTY WHILE
PROTECTING TRADITIONAL INVESTMENT PORTFOLIOS FROM IT.
  • strategies

    HEDGE FUND STRATEGIES

    Our Systematic Volatility Strategies are designed for investors seeking aggressive growth. We achieve this growth by systematically trading in options on US Equity Indices over short time horizons. Our trading strategies focus on index trend reversal, Premium Collection, Volatility Mean Reversion, and Event Sigma.
  • ALL WEATHER PORTFOLIOS

    In meeting your unique investment goals, we create investment portfolio end-solutions to achieve your return objectives. Our custom all-weather portfolio solutions are grouped into three categories based on your investment objective and risk appetite. They are: Growth, Moderate, and Defensive Portfolios.
  • GROWTH STRATEGIES

    Our growth strategies seek to deliver investment outperformance beyond market averages over time. We offer eight such strategies and group them into three categories: Thematic, Alternative, and Income Portfolios.
  • Financial Adviser

    FINANCIAL ADVISERS

    We offer differentiated alpha for financial advisers and institutional investors. Numerous strategies exist to monetize in different contexts of market opportunity, resulting in a range of risk-return profiles ranging from conservative smart beta to more opportunistic alpha seeking ones.

Who We Are

Hercules Investments is an alternative investment manager specializing in systematic investment strategies to monetize alpha from market volatility. We apply this expertise to additionally offer highly liquid, growth focused equity strategies that are risk-hedged to effectively generate all-weather performance. The Hercules Investments product set offers individuals, advisors and intermediaries access to differentiated standalone strategies as well as unique components to their overall investment allocation. The Hercules Investments’ team features investment professionals averaging over 20+ years of relevant industry experience.

Trusted Advisers

More than 25 Years of Experience

We offer individual investors a complimentary Second Opinion Analysis of their existing portfolios. After a review of the individual’s investment objectives, risk tolerance, time horizon to meet goals and interim liquidity needs, we make recommendations on changes needed to enhance your existing portfolio, if any. We also communicate the suitability of Hercules Investments’ strategies in meeting your investment goals.

Why Choose Us

Hercules Investments is a World Class Portfolio manager for growth-seeking investors providing:

  • Differentiated Strategies
  • Rules-Based Process and Execution
  • Cutting Edge Research Systems
  • All-Weather Performance
  • Models-Based Idea Generation
  • Personalized Client Attention

Critical Thinking

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