about us
Hermes Econometrics is based in the San Francisco Bay Area and is no longer registered as an investment adviser as of December 31, 2021. The company was founded in 1994 to provide risk management advice for exchange-traded investments and portfolio stocks.
Hermes Econometrics is managed by a staff with securities experience and technical ability. We maintain a commitment to providing quality service as our assets under management continue to grow.
Hermes was a trusted adviser and watchful guardian from Greek mythology who blended wisdom and versatility. Possessed with a scientifically shrewd mind, this god of commerce invented the Greek system of astronomy, musical scales, plus weights and measures. The wing-sandaled messenger was often used by other Greek gods to oversee their most important biddings. The people of Greece relied on Hermes to protect and prosper those aspects of life that they held most dear: Their homes, flocks and the travels they undertook.
Highlights
- 1994 - Hermes Econometrics is founded by Maia McGehee to offer an active, risk managed approach to mutual fund and variable annuity holders.
- 1996 - Ms. McGehee founds Hermes Econometrics sister company, Mercury Securities, LLC, a securities broker dealer firm.
- 2001 - Hermes Econometrics is recognized by Shellen's MoniResearch for exceptional performance.
- 2016 - Hermes Econometrics strongly believes in supporting the local community and has generously contributed to various causes including Novato Theater, a non-profit community resource, and Terra Linda High School TL Coding Lab, an enrichment program providing computer science instruction for all students.
- Recognition Letter
- 2018 - Offices relocated to current site at 1615 Hill Rd, Suite 21 Novato, California.
- 2020 - Maia McGehee passes away.
- 2021 - December 31, Hermes Econometrics files form ADVW withdrawing registration in California, Arizona and New York.
NEWSLETTERS
- 1ST QUARTER 2021 - Start Off the New Year in Control; Plan to be a Survivor; Go for Your BIG Goals in 2021; When Family and Friends Ask for Money
- 4TH QUARTER 2020 - The Problem with the S&P 500; Living in a World of Déjà Vu; Discretionary versus Non-Discretionary Management; May the Power of the List Be with You; Air and Water Are the Center of Better Health
- 3RD QUARTER 2020 - The Rules Have Changed; CARES Act Financial Considerations; Wealth Is Limitless; Should You Convert Your Traditional IRA to a Roth IRA?; Now May be a Good Time to Give Away Assets
- 2ND QUARTER 2020 - Time to Rethink Your Retirement Plan Strategy; The Reality of Stock Market Declines; Have You Set Account Alerts?; Your Brain - Better With Age!
- 1ST QUARTER 2020 - Can the Equity Markets Predict Our Next President?; If You Are So Smart Why Aren’t You Rich?; Assessing Your Financial Security; Relying on Pension Funds May Be Hazardous to Your Retirement; Collectibles is a Market in Transition
- 4TH QUARTER 2019 - Staying Wealthy is a Matter of Planning; Are You About to be Scammed?; Managing Risk in Uncertain Markets Has Costs, But Creates Potential; What is Your Real Risk Tolerance; Withdrawal Strategies and Your Estate
- 3RD QUARTER 2019 - Is 2019 a "Sell in May and Go Away" Summer; Password, Password, Who Has the Password?; Social Security Claiming by the Numbers; I Should Have Saved More"
- 2ND QUARTER 2019 - Too Conservative an Investment Stance Can Also Be Risky; Have You Misplaced an Account?; The Tax Man Cometh; The Tax Bite Takes A Big Part of Some Unusual Gains; Put Worry to Use Developing Plans; Money Madness – Those Irrational Money Behaviors
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- 4TH QUARTER 2018 - Seasonality Cycles and 4th Quarter Returns; Complacency and the Investor; Teaching Money Smarts Needs to Start Early; Using Transfer on Death Designations for Estate Planning; Time for a Review of Your Financial Situation?
- 3RD QUARTER 2018 - Be Ready When You Step Out into Retirement; Is Risk Amnesia Setting In?; Wire Fraud Is Becoming Increasingly Common, Particularly in Real Estate Transactions; Money Can Have an Outsized Impact on Your Health; Five Easy Ways to Give Away Your Money
- 2ND QUARTER 2018 - Slicing and Dicing the Financial Markets; Looking Forward to Driverless Cars; Cycles and the Financial Markets; Build Flexibility into Your Financial Life; 2017 Tax Reform Has Made It Essential to Review Estate Plans and Wills
- 1ST QUARTER 2018 - The U.S. Stock Market is in New Territory; Floods, Fires and the Need to Prepare for Disaster; Welcome to the Prediction Games Medicare Primer for Individuals Nearing Retirement