About
Kristin Hetzer: A Seasoned Investment Management Specialist
Kristin Hetzer began her career in the investment business as an Account Executive with Merrill Lynch & Co. in 1982. She is a Chartered Market Technician, CMT. She has worked as a Certified Investment Management Analyst, CIMA, since 2000 and a Certified Financial Planner, CFP, since 1989. Ms. Hetzer provides portfolio management services to a diversified group of investors. Her clients include individual investors, trusts, corporations, and qualified ERISA retirement plans.
Ms. Hetzer's goal is to grow clients’ assets over the long term, while protecting the investment capital through strategic asset allocation utilizing a disciplined investment process and methodology. She believes the best way to achieve this objective is by investing in a diversified portfolio of high quality securities. Quality is defined in terms of a strong balance sheet, good cash flow, sound management, and competitive position within an industry.
Ms. Hetzer worked for major Wall Street firms for nearly 23 years and has had her own independent investment advisory firm, Royal Palms Capital, LLC, since 2005. She is a member of the Market Technician Association and past Chair of the Los Angeles MTA Chapter. She is also a member of AAPTA (American Association of Professional Technical Analysts).