Hébert Advisory Services, is an independent money management and stock market research firm specializing in separately managed accounts. We’ve been producing and publishing our INSTITECH technical stock market research since 1968 and successfully managing equity portfolios since 1975.

We are a third generation, family owned and operated investment advisory firm, registered as an Investment Advisor with the SEC.

The Hébert Advisory Executive Team...

Richard L. Hébert, MBA
President, Portfolio Manager, CIO

Rick joined the firm in 1999 specializing in portfolio management using the company’s proprietary technical stock market analysis, INSTITECH©. As Chief Investment Officer he directs overall portfolio management strategy and execution. He has over twenty-five years of senior executive experience in financial and business management within the industrial and financial sectors. Rick earned an MBA, Honors, Finance emphasis, and BS, BA in Finance, Cum Laude from Regis University. He is a member of American Mensa, LTD, American Association of Individual Investors and the Rotary Club of Golden.

Kimberly (Kiki) Deane
Vice President, Portfolio Manager

Kiki joined the firm in 2008 with an extensive background in Investment Management and Institutional Trust business.  As a securities industry professional since 1988, Kiki brings substantial portfolio management and operational experience to the company. She leads the fixed income portfolio management efforts along with supervising overall client account management activities.  Kiki is active in the Golden community serving on the Board of Directors for Foothills Art Center and Jefferson Symphony Orchestra.

Janiece (Jan) Kray
Vice President, Systems Administration

Jan joined the firm in 2006 as Systems Analyst with over thirty years of IT consulting and computer experience work with government, business and national non-profit organizations. Jan earned her BS in Technology Management, Cum Laude from Regis University. She serves as Publicity Chairman of the Buffalo Bill Saddle Club and as an Equestrian Patroller for Jefferson County Open Space.

Jason Hébert
Operations Manager

Jason joined the firm in 2011 with considerable experience in senior executive management and overall company administration responsibilities. He leads and manages the firm’s operational, back office and client administration functions. Jason is involved in youth activities and volunteers in the Adams 12 School District and is a youth mentor and coach in the Broomfield football, baseball and hockey leagues.

Robert Short

Director Business Development

Bob joined the company in 2008 with over 30 years of extensive experience in the financial services industry as a national mutual fund sales manager, sales trainer and compliance officer. As President of his firm, Waverly Spencer, Bob and his team lead the sales, marketing and business development efforts at Hébert Advisory. Bob is very involved in the local community serving on the Red Rocks Community College Foundation Board, the Guaranty Bank Advisory Board, and is the founder of the Golden Rotary Club’s Ethics in Business Annual Awards program.

Larry Hall, CPA

Business Development

Larry joined Hébert Advisory’s Business Development team in 2010 with over 25 years of executive level auditing, accounting and broad based financial management experience in a variety of industries including the financial services field. As a business process and control expert, he has worked for large closely held private companies along with Fortune 500 firms.  Larry is a Certified Public Accountant in Colorado and a graduate of Lawrence Technological University with a Bachelor of Science in Accounting. Larry is President of the Golden Rotary Foundation, Past President of the Institute of Management Accountants Denver-Centennial Chapter and Past President of Golden Rotary Club.

Dr. James Curry, DDS
Business Development

Dr. Curry joined Hebert Advisory’s Business Development team in 2009 upon retiring from owning and operating a top rated Oral and Maxillofacial Surgery practice in the Denver area for over 36 years. In 2008 he was named the Best Oral Surgeon in the prestigious annual awards designation from 5280 Magazine. Dr. Curry obtained his BS Chemistry from Abilene Christian University and his graduate DDS from Baylor University. James is active with Face the Challenge, performing advanced surgical treatments for overseas indigent children. Dr. Curry is a Diplomat of the American Board of Oral and Maxillofacial Surgery and Past President of the Colorado Society of Oral and Maxillofacial Surgeons.

Scott Camp

Business Development

Scott joined Hebert Advisory’s Business Development team in 2009, working from the northern region of California. He currently serves as Senior Pastor of the North Valley Baptist Church of Red Bluff California. Over the last ten years Scott has held office as the Chairman of Deacons, Treasurer and Counselor within the Church Ministries. He earned his MA degree at the California Graduate School of Theology and was ordained by the Seminary. Pastor Camp serves on the board of the Agua Viva Ministry in Ensenada Mexico, training pastors working in the indigenous areas of Mexico. He served as Second Lieutenant in the Adjutant General Corps with the 24th Infantry Division in Germany.

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Our Founders Emeritus...

Howard J. Hébert, CMT
Co-Founder Emeritus

New to the securities business in 1957, Howard Hébert discovered that there were few reliable tools available to help investors make adequately informed decisions for buying and selling common stocks. Buying and selling stocks back then was, and still is today, an exercise in emotional control: a “great story” became just that and could lead to regrettable financial consequences. The buy and sell decisions were fraught with emotional baggage that investors were reluctant to acknowledge.

Howard studied the limited technical stock market research available at the time and recognized that there should be better way to address this emotional buy and sell dilemma. He concluded that by accurately analyzing stock price movements a mathematical description could be developed to illustrate how a particular stock was faring when compared to other stocks and the broader market.

From this concept he developed INSTITECH©, a unique relative strength analysis that accurately describes the price movement of individual stocks and the market in general. Being mathematical in nature the INSTITECH© process is an enduring, non-emotional tool used to aid in the selection or elimination of stocks from portfolio accounts.

In 1992 Howard and his daughter Suzanne formed Hebert Advisory Services as an investment management and technical stock market research firm.

Suzanne M. Hébert, CFA
Co-Founder Emeritus

Suzanne began her investment career in 1986 as an analyst and equity portfolio manager. In 1992 Suzanne and her father, Howard formed Hébert Advisory Services as an investment management and technical stock market research firm.

She is a Chartered Financial Analyst with membership in the CFA Institute© and the CFA Society of Colorado. Suzanne graduated with a BS in Finance from the University of Colorado.

CFA Institute© is a trademark owned by the CFA Institute

INSTITECH© is a trademark owned by Hébert Advisory Services