Client Center

ACCOUNT ACCESS

Oneview is your source for up-to-date, consolidated account information.  You can consolidate, organize and add manual accounts to easily generate in depth reports.  Access your accounts anytime from anywhere in the world through our secure web site.  To register, please contact our office for a temporary password and registration instructions.  (Login Now)

THE PROSPERITY PATH™ WEALTH MANAGEMENT SOLUTION 

We are excited to introduce a new technology developed to provide our financial planning clients with an interactive, daily wealth management tool.  The platform, combined with our Prosperity Path™ process, provides the means to hlep make your financial path clear. And once the path is clear, the decisions become easy.

PERSHING

Pershing works behind the scenes to provide the people, services, and technologies that help make successful investments possible. They are the key industry source for a diverse array of support, including securities processing, trading and operations management, investment technology, asset-gathering solutions, and practice management support.

Pershing LLC is a subsidiary of The Bank of New York Mellon Corporation. The Bank of New York Mellon Corporation has offices located in 37 countries and offers the support of over 40,000 professionals worldwide.  Reading Your Pershing Statements

HERR CAPITAL MANAGEMENT'S PRIVACY STATEMENT