Bert Herzog

Director Ejecutivo en Fortunatus Investments LLC .

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Perfil

Mr. Albert P.
Herzog is a Founder & Director at Executive Wealth Management LLC and a Chief Executive Officer & Founder at Fortunatus Investments LLC.
He is also the founder of Executive Financial Planning and EWM's 401K GPS.
Since 1981, Mr. Herzog has been pioneering and developing multidisciplinary wealth management approaches and platforms, including the Protactical Investment Process both as an entrepreneur and innovative leader.
He received his undergraduate degree from Michigan State University and an MBA from the University of Michigan.

Cargos activos de Bert Herzog

Empresas	Cargo	Inicio
Fortunatus Investments LLC Fortunatus Investments LLC Investment ManagersFinance Fortunatus Investments LLC (Fortunatus) is a registered investment advisor headquartered in Brighton, Michigan. The firm was founded by Albert Herzog, Michael Chechel and Adam Kulesza. They are owned by EWM Capital LLC. Fortunatus offers model asset allocation portfolios to third party investment advisors.	Director Ejecutivo	-
Executive Wealth Management LLC Executive Wealth Management LLC Investment ManagersFinance Executive Wealth Management LLC (EWM) is a SEC-registered investment advisor headquartered in Brighton, Michigan. The firm was founded by Bert Herzog III in 1981 as Executive Financial Planning and their name was changed to Executive Wealth Management in 2006. They are a subsidiary of EWM Capital LLC. EWM provides advisory services to individuals, high-net worth individuals, pension and profit- sharing plans, retirement plan participants and sponsors, trusts, estates, charitable organizations, corporations and other businesses.	Fundador	01/01/1981

Todos los cargos activos de Bert Herzog

Formación de Bert Herzog.

Michigan State University	Undergraduate Degree
University of Michigan	Masters Business Admin

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Executive Wealth Management LLC Executive Wealth Management LLC Investment ManagersFinance Executive Wealth Management LLC (EWM) is a SEC-registered investment advisor headquartered in Brighton, Michigan. The firm was founded by Bert Herzog III in 1981 as Executive Financial Planning and their name was changed to Executive Wealth Management in 2006. They are a subsidiary of EWM Capital LLC. EWM provides advisory services to individuals, high-net worth individuals, pension and profit- sharing plans, retirement plan participants and sponsors, trusts, estates, charitable organizations, corporations and other businesses.	Finance
Fortunatus Investments LLC Fortunatus Investments LLC Investment ManagersFinance Fortunatus Investments LLC (Fortunatus) is a registered investment advisor headquartered in Brighton, Michigan. The firm was founded by Albert Herzog, Michael Chechel and Adam Kulesza. They are owned by EWM Capital LLC. Fortunatus offers model asset allocation portfolios to third party investment advisors.	Finance