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News
5 min read
★★★★★ 5-Star Overall Morningstar Rating™
Thomas J. Herzfeld Advisors, Inc. is excited to announce it received three 5-Star Overa...
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Thomas J. Herzfeld Advisors, Inc. is excited to announce it received three 5-Star Overall Morningstar Ratings™ for the quarter ended June 30, 2023.

News
5 min read
PSN Top Guns Rating for Five Herzfeld SMA Strategies Q2/2023
Herzfeld Fixed Income- 1 + 3 Stars in Global Fixed Income UniverseHerzfeld Foreign- 1 S...
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Herzfeld Fixed Income- 1 + 3 Stars in Global Fixed Income Universe

Herzfeld Foreign- 1 Star in Global/International Balanced Universe

Herzfeld Muni Bond- 2 + 3 Stars in All Maturity/Variable and Muni Universe

Herzfeld Special Situations- 3 Stars All Cap Universe

Herzfeld Preferred- 1 + 3 Stars All Maturity/Variable Universe


Disclaimer: Note that readers should review the criteria for each award as reflected on the third party’s webpage. In addition, any awards reflect past performance and may not reflect the current performance or status of the firm and may no longer be applicable. Contact us for more information on how the ratings are apportioned and for full disclosures regarding third party news and awards.

News
5 min read
Pensions & Investments: Herzfeld strategies make Top-Performing Managers list for Q1/2023
While bonds rallied in the first quarter of 2023 amid falling yields and hopes that the...
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News
5 min read
PSN Top Guns Rating for four Herzfeld SMA Strategies Q1/2023
Herzfeld Fixed Income- 3 Stars in Global Fixed Income Universe Herzfeld Foreign- 1 Sta...
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Herzfeld Fixed Income- 3 Stars in Global Fixed Income Universe

Herzfeld Foreign- 1 Star in Global/International Balanced Universe

Herzfeld Muni Bond- 2 + 3 Stars in All Maturity/Variable and Muni Universe and US FI Universe

Herzfeld Preferred- 3 Stars All Maturity/Variable Universe  


Disclaimer: Note that readers should review the criteria for each award as reflected on the third party’s webpage. In addition, any awards reflect past performance and may not reflect the current performance or status of the firm and may no longer be applicable. Contact us for more information on how the ratings are apportioned and for full disclosures regarding third party news and awards.

News
5 min read
★★★★★ 5-Star Overall Morningstar Rating™
Morningstar Ratings™ Q4/2022: Thomas J. Herzfeld Advisors, Inc received 5-Star Overall...
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Morningstar Ratings™ Q4/2022: Thomas J. Herzfeld Advisors, Inc received 5-Star Overall Morningstar Rating™ for three investment strategies.  

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