Advisor Information
Udo Herges
Herges Capital Management
Based In:
Serving Clients in these States

German-born Dr. Udo Herges founded his company Herges Capital in 2013. Located in San Diego, CA the firm is dually registered as an investment advisor and commodity trading advisor (CTA). The independent fiduciary (not a broker) offers innovative cost- and tax-efficient money management. With ‘direct indexing’ the aim is to avoid fee-intensive mutual funds and ETFs altogether. Therefore, increasing the clients’ net return. As CTA the firm offers the alternative futures-trading investment strategy ‘trend following’. A total-return investment approach with zero correlation to stocks.