Agustin Hernandez

About Agustin Hernandez

Areas of ConcentrationPurposeful Wealth Management a. Investment Consultant – Based on your current portfolio showcase your best- and worst-case scenarios. Look at not only the “growth” aspect of your portfolio, but the risks that your current portfolio is taking to pursue those returns. b. Wealth Enhancement – Look at areas to help increase cash flow. For example, we look at areas such as debt restructuring, what type of accounts your assets are held in. The goal is to increase your cash flow for more investments or better quality of life. c. Legacy Planning – Look to help you with after life event wishes. Who and how your wealth gets distributed. d. Charitable Giving – We look to combine your generous purposeful giving with tax strategies and legacy planning. e. Wealth/Asset Protection – Build a wall around your assets. You could have all the previous strategies done, but one event such as a lawsuit could wipe those plans away. f. Team – Coordinate a team concept with your other specialists to make sure all planning is done in coordination to meet your goals. Portfolio Management – (Stand Alone or with Portfolio Management)Build and manage several portfolios based on Trend Following Principles.a. Flagship Portfolio – Pure all-asset, seeking the best growth opportunities. 100% max equityb. Moderate Growth (Fund of Funds) – Max 66% equity.c. Conservative – Max 33% equity.d. Cash Ready – Long-term income strategy.Chart and Market Analysis – (Consulting)Using Trend Following Principles, we can help you interpret market conditions.Portfolios Offered -Flagship Strategy (all assets, stocks, funds)$250K min.Fund of Funds (Growth & Balanced)$100K min.Low Volatility (Bonds, Gold)$100K min. LPL Financial do not offer tax or legal advice or services. We suggest that you discuss your specific situation with a qualified tax or legal advisor-Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through MPWM Advisory Solutions, LLC, a registered investment advisor. MPWM Advisory Solutions LLC and Manhattan Wealth Management Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The financial professional associated with this profile may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

1. Financial Advisor

   LPL Financial

   Apr 2011 — Present · New York, NY, US