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Best Financial Advisory 2023 Award Recipient!

Paul Davidson
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We are thrilled to share that Thomas J. Herzfeld Advisors has been recognized for excellence and achievement with USA TODAY. Best Financial Advisory Firms of 2023 Award Recipient.

Best Financial Advisory 2023 Award Recipient!
Best Financial Advisory 2023 Award Recipient!

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Money Life with Chuck Jaffe Featuring Our Portfolio Manager Ryan Paylor
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Last month our Portfolio Manager, Ryan Paylor, spoke on the Money Life podcast (Chuck Jaffe, “Seafarer’s Foster: We’re still in ‘the bottom of the first’ on tariff impacts”, Money Life, Nov. 20, 2025) as part of the Active Investment Company Alliance Round Table in New York City. Ryan discussed our Herzfeld Credit Income Fund, Inc. (NASDAQ: HERZ) which recently transitioned from a strategy focused on investment in the Caribbean Basin under its former ticker symbol CUBA into a strategy centered on investment in collateralized loan obligations (CLOs). He walked through the rationale behind the unique strategy shift and offered insight into how shareholders have responded to the fund’s evolution.

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★★★★★ 5-Star Overall Morningstar Rating™
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Morningstar Ratings™ are out for Q4/2025: Thomas J. Herzfeld Advisors, Inc received 5-Star Overall Morningstar Rating™ for four investment strategies.

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Morningstar Ratings™ are out for Q1/2025: Thomas J. Herzfeld Advisors, Inc received 5-Star Overall Morningstar Rating™ for three investment strategies.

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