Our journey
The research firm that got too curious
Thomas J. Herzfeld Advisors —
Our reputation was built over 40 years, but our trust is earned everyday.
We work hard seeking opportunities that others miss to deliver results our clients expect. Our dedication is rewarded everyday by the trust our clients place in us.
Herzfeld Advisors refers to Thomas J. Herzfeld Advisors, Inc., an investment advisor registered with the U.S. Securities and Exchange Commission.
our numbers
Measuring
what matters
Numbers are everything in our business—but equally important is what is behind the numbers. Our sophisticated investors rely on our expertise to generate strong returns, but with measurable consistency and risk tolerances appropriate for each strategy. Our approach has helped institutions, family offices, and wealth managers achieve their investment goals no matter what the markets throw at us.
100%
Employee owned and operated
40+
Years of CEF Experience
$1B+
Assets under management
7+
Consecutive years with a 5-star rated strategy
In 1984, we were writing reports that helped people invest smarter. Published textbooks. Advised governments. Got cited in a Nobel Prize-winning paper. Then someone asked: "What if you stopped writing about better investing and started doing it?”
That question changed everything.
What we believe
Three values that guide and inspire us in everything we do
Integrity
We’ve been building trust since '84. Not because a consultant told us to, but because it's our name on the door. We lead with what's right. In every decision. Every day. No exceptions.
Intelligence
We started as researchers. Still are. Now we use our research skills with our investing experience to drive better investment choices. Numbers don't lie. That's why we let data lead. Not hunches. Not headlines.
Care
We value every single client, no matter how big or small—both old and new—and they enjoy working with us. That engagement is what makes our lives and our work more interesting and we never, ever take that for granted.
We Don't Do Cookie-Cutter Investment Solutions
Too many investment advisers rely on a cookie-cutter approach where algorithms make all the decisions. We take a different path. We find the opportunities others miss. Not because our computers are smarter. But because after four decades of doing this, we've developed underwriting discipline designed to consistently deliver results.
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Insights & News
Herzfeld
After Hours
Here's what we and others are thinking about when the markets close.
