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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 second generation, family owned and operated investment advisory firm, registered as an Investment Advisor with the SEC. The Principals have membership in the CFA Institute© and are compliant with AIMR-Performance Presentation Standards (AIMR-PPS®) and the Global Investment Performance Standards (GIPS®).
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.
Richard L. Hébert, MBA
President, Portfolio Manager.
Rick joined the firm in 1999 to specialize in portfolio management using the firms technical stock market analysis, INSTITECH . He has over twenty-five years of successful executive experience in business and financial 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. Market Technicians Association, Investment Company Insitute and the American Association of Individual Investors.
Howard J. Hébert, CMT
Co-Founder, Portfolio Management Consultant
Howard began his investment career in 1957 as a retail broker. During the early period of his career he formulated the concept behind INSTITECH, a unique technical analysis of the stock market. Since 1975 he has incorporated the INSTITECH research into Hébert Advisory Services portfolio management discipline.
Howard is a Chartered Market Technician (CMT), a member of the Market Technicians Association, the CFA Institute© and the New York Society of Security Analysts (NYSSA).
Kimberly (Kiki) Deane
Vice President, Portfolio Manager
Kiki joined the firm in 2008 from the Investment Management and Institutional Trust financial services industry. She has extensive investment, operational and client portfolio management experience within the financial services sector since 1988.
Suzanne M. Hébert, CFA
Co-Founder, Portfolio Management Consultant
Suzanne began her investment career in 1986 and provides equity portfolio management consultation for the 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.
Janiece (Jan) Kray
Vice President Systems Administration
Jan joined the firm in 2006 as Systems Analyst. Jan has over thirty years of IT consulting and computer experiece work with business and national non-profit organizations. Jan earned her BS in Technology Management, Cum Laude from Regis University.
Catherine L. Hébert
Accounting Controller
Cathy joined the firm in 2003 to coordinate and manage the firm wide accounting process. She brings extensive cash and budget management experience with her to administrate the daily financial operations of the company.
CFA Institute© is a trademark owned by the CFA Institute
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