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About Us

Our Team


Our People and Culture

We are made up of talented and motivated professionals, who each bring a unique skillset to consistently deliver exceptional investment performance & customer service. We are committed to the highest ethics. Success for our clients and our firm drives everything we do. We are independent. Our ideas and actions are rooted in our mission to help every client reach, then exceed his or her financial goals. We accept nothing less than excellence from our investments and our people. We work harder than our competitors and therefore build smarter investment strategies that adapt to market conditions. We are diverse. We are a family. We are Hercules Investments.

How We Are Different

We care deeply about the investment performance we deliver because performance is the ultimate arbiter of success for our clients.We listen to our clients goals, align our strategies to achieve them and work tirelessly to meet, then exceed the performance target. Performance is what we deliver and is the centerpiece of every decision we make.

We're Hiring

We're always looking for the hardest working, highest achieving, credentialed investment professionals available. If you're a potential fit email a cover letter and your c.v. to [email protected].

Become A Client

We offer a complimentary meeting with one of our advisors to see if our financial services are the right fit for you.