Pursuing
Growth
protecting principal
Adapting
Portfolios
as markets change
Proven
portfolio management

Professional
management

We act as the third party INVESTMENT ADVISOR, and determine when it is prudent to be invested in equity, money or bond markets.

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Objective
Strategies

Our models are mathematical and objective. We are not making subjective decisions about the market or being persuaded by psychological or social events.

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Mutual Funds,
Annuities

Hermes Econometrics provides investment management services designed to reduce the impact of market risk on mutual funds and variable annuities.

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Proprietary Strategies

Our models are mathematical
and therefore objective

Statistically Proven

Risk Management investment
advice provided since 1994

Technology Driven

Thousands of accounts
can be repositioned each day

Fiduciary
Oversight

As a Registered Investment Advisor - Hermes Econometrics is a Fiduciary
Technical analysis drive decision models

Welcome!

Today's investor needs to consider both portfolio and market risk. Hermes Econometrics' investment approach is designed to provide reduced market risk by investing defensively during downtrends.
The Mission of Hermes Econometrics

Hermes Econometrics was founded in 1994 to provide risk-management investment advice for mutual fund and variable annuity investments.


Our goal is to provide the best service and investment strategy we can.

what we provide

01

We strive to position your portfolio in the asset classes that match market opportunity...

02

Daily technical analysis of market conditions allows us to stay on top of market trends...

03

When market conditions change, your portfolio is reconfigured for capital preservation and growth...

04

You receive independent reports from your custodian and updates from your investment consultant...