Welcome

 

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Welcome


Our Approach
Our People
Key Facts
Performance


View Account
Wire Funds


History
Ethics
Disclosures


Letters
Reports
Brochure


Contact Us
Directions


Careers

P.R. Herzig & Co., Inc., managed since 1957 by its founding family, is a registered investment adviser and licensed broker-dealer that provides quality, independent investment advice and portfolio management to a loyal clientele of wealthy individuals, pension funds, trusts, charitable foundations and funds of funds seeking personalized and responsive service less readily available from larger financial institutions.
  • We are iconoclastic, value-driven, and independent thinkers; we do not chase market trends or popular investment "styles."
     
  • We invest our money alongside that of our clients; when our clients do well, we do well.
     
  • We value integrity; we place the interest of our clients above our own.
     

    MOVING NOTICE

    On July 7, 2016 we relocated to new offices in the same complex. Our new address is:

     4 Expressway Plaza Suite 220

    Roslyn Heights, NY 11577

    Our telephone and fax numbers remain the same.


     

Recent Additions

October Letter to Clients

ADV Part II Replacement Brochure (revised Dec 2016)

Frequently Viewed

Instructions for Wiring Money

How to Contact Us

View Account Online

Key Facts about Our Firm

Biographies of Our Investment Professionals

History of the Firm by Thomas Herzig, CFA

February 2006 Interview in The Wall Street Transcript

 Driving Directions to Our Office