Unlock your potential in Investment with Laura Jane Hertges
I'm a certified investment advisor and portfolio manager. Manage and grow your wealth with my help.
About
My name is Laura Jane Hertges. As a passionate investment advisor with over 6 years of experience, I dedicate myself to helping clients navigate the complexities of investing.
Whether you're looking to grow your wealth or diversify your portfolio. Together, we can create a robust investment portfolio that aligns with your financial goals. Let's embark on this amazing journey!
My Services
What i do
01
Customized Portfolio Management
I create tailored investment strategy designed to achieve my client's financial goals while minimizing risk and managing your portfolio.
02
Algorithmic Trading Solutions
Our algorithms leverage advanced technology to analyze market data in real-time, enabling us to identify lucrative trading opportunities and execute trades with precision.
03
Investment Research and Due Diligence
I conduct thorough research and due diligence on the investment products and assess their suitability for clients' specific needs.
Laura Jane Hertges
Qualifications and Experience
Series 66 – Uniform Combined State Law Examination  Aug 2, 2018
SIE – Securities Industry Essentials Examination  Oct 1,2018
Series 7 – General Securities Representative Examination  Jun 26, 2018
B(Broker) IOWAÂ Â 8/9/22Â Â Â Â Â Â Â Â Â Â Â Â Â Â IA(Investment Adviser) IOWA 8/9/22
Ready to build an excellent investment portfolio?
Explore a Range of Tailored Services and Take the First Step Towards Financial Freedom Today!
"Great service and very pleased with my returns after making the change from my last investment manager, best decision i ever made."
Dan Jeung
Investor
"I've been a Laura client for about 3 years now and i have great respect and appreciation for her work."
Helen Fisher
Business Owner
"I've been relying on Jane Laura Hertges' portfolio management services for several years now, and I couldn't be happier with the results."
Mark Bean
Marketer
F.A.Q.
Find answers to commonly asked questions about investment and portfolio management
What is investment portfolio management?
Investment portfolio management involves the art of managing a collection of investments to meet specific financial goals. This can include selecting and monitoring assets, assessing risks and making decisions based on market conditions.
Why should i consider using a portfolio management service?
Professional portfolio management can provide expertise, time savings and a disciplined approach to investing. it helps in optimizing returns while managing risks especially for those who lack the time or expertise to manage investments effectively on their own.
What type of services do broker/investment advisors offer?
Services often include financial planning, investment strategy formation( diversification), performance monitoring and regular reporting.
How offer often will i receive updates on my portfolio?
Updates can vary. Some investment advisors provide quarterly performance reports, while others may offer weekly or monthly updates or on-demand access performance dashboards.
What should i look for when selecting an investment advisor?
Consider their credentials, experience, fee structure and client reviews. make sure their approach aligns with your financial goals.