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Herald + Bode

Venture Proposal for Q2

Albert Zinn

Associate Vice President

Strategic Partnerships

Meet Our Team

Over 50 years combined experience

Albert Zinn

Associate Vice President

Albert has been with H&B for over 20 years. Known for his attention to detail, good listening skills, and empathy, he was recently invited to join the Million Dollar Round Table.

Robert Yandel

Business Development Lead

Bob worked as a financial advisor for 15 years. His attention to detail, good listening skills, and empathy provide him with an ideal foundation for his work with H&B. Highly experienced and knowledgeable in his field.

Carol Wilkins

Director of Strategic Ventures

Carol is known for her attention to detail, good listening skills, and empathy, She was recently invited to join the Million Dollar Round Table. She has been a certified advisor for over 15 years.

Our Funds

Standard options and new options for Q2

Green Energy Fund

A supply of capital used to collectively buy securities.

Global Growth Fund

A supply of capital used to collectively buy securities.

Value Fund

A supply of capital used to collectively buy securities.

Sustainable Blue Fund

A supply of capital used to collectively buy securities.

Rates of Return

Yearly averages

new 2020 Opportunities

Option 1

Green Energy

10.51%

Option 2

Global Growth

9.75%

Option 3

Value

8.86%

Option 4

Sustainable Blue

11.12%

Our Partners

Real world long-term results

SafeGuard

Capital used to collectively buy securities.

BestFund

Capital used to collectively buy securities.

Milestones

How long will it take?

Fiscal YEar 2020

Goal 1

Goal 2

Goal 3

Goal 4

Goal 5

Next : Set up a time to talk ▸▸

Thank you!

Albert Zinn

Associate Vice President

Strategic Ventures

Herald + Bode, LLP

Partner Co.

Venture Proposal
©2020 Herald + Bode, LLP