Advisor at HDS Capital Management, Inc.
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Firm
HDS Capital Management, Inc.
Location
Potomac, MD
Credentials
Series 63, Series 65
Industry experience
14 years
Henry Stern is the sole advisor at HDS Capital Management, Inc., an independent firm based in Potomac, MD. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Stern has led HDS Capital Management since 1999. HDS Capital Management provides tailored portfolio management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs fundamental analysis and manager review across a broad range of securities, combining long-term and short-term strategies while continuously monitoring client accounts.
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable
Potomac, MD
Maryland
HDS Capital Management, Inc.
1999 - Present (27 years)
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