The Services We Provide
With a highly-skilled, long-tenured staff, Herndon Plant Oakley is uniquely positioned in the investment industry, offering clients a depth of service and experience that sets them apart. Each partner works closely with his team to provide clients with personal, customized money management and investment services to fit each individual’s long-term goals and needs. As a Registered Investment Advisor, HPO’s comprehensive advisory and money management services include:
Thorough Investment Analysis
Complete net worth analysis including extensive estate, investment, family enterprise and cash flow evaluation.
Account Protection
Client Account Protection up to $1 billion provided through third party insurance company with Wells Fargo Clearing Services, LLC.
Net Worth Building
Creation of customized, long-term asset growth plan for each individual, family or business.
Retirement Plans
Establishment and management of retirement plans including 401-Ks, SEPs, etc.
Reporting
Preparation and delivery of quarterly individualized portfolio reporting for every client.
Account Accessibility
Complete, personal account access via the Internet for each client.
Investment Management
Providing individual investment money management that complements each client’s long-term consistent goals through
-HPO Registered Advisor services
-Money Manager selection
-Mutual Fund advisory
Stock and Bond Research
Access to knowledgeable stock and bond experts to research and analyze market investment opportunities.
The Results You Can Expect
Herndon Plant Oakley is in the business of serving you and your needs individually. They are there to build a relationship, analyze your needs, create a plan and offer you experienced guidance that will provide you with consistent growth throughout the tenure of your investments. In other words, Herndon Plant Oakley provides you with personalized service that in turn translates into consistent results you can count on – results for the long term.