David Edwards explains how Heron Financial applies stress test technology to clients' portfolios

Financial Markets Commentary

January 2nd, 2014

About DAVID EDWARDS

President

David is the president, founder and portfolio manager of Heron Financial Group. David was previously associated with Morgan Stanley, JP Morgan Securities and Nomura Securities.

David holds a BA from Hamilton College and an MBA from Darden Graduate School of Business, University of Virgina.

David includes sailboat racing among his hobbies and serves on the board of Nantucket Community Sailing in Massachusetts.

About HERON FINANCIAL GROUP, LLC

Heron Financial Group is a Registered Investment Advisor serving individuals and families across the United States, Europe, Asia and Latin America.

Our clients are corporate executives, managing partners of law firms and consultancies, Wall Street professionals, owners of businesses, and heads of families.

Our purpose is to clarify and simplify the means by which our clients will achieve their financial goals.

Client relationships range from $500,000 to $10 million in assets.

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David Edwards talks with Bloomberg's Kathleen Hays and Vonnie Quinn on January 2 on Bloomberg Radio's "The Hays Advantage."

Edwards explained how Heron Financial Group applies the Hidden Levers stress test technology to clients' portfolios. Use of stress test modeling shows clients how their portfolio is likely to perform under a range of economic conditions. A free version of the Hidden Levers application is available on our website.

A podcast of the interview can be replayed here. Depending on your browser, it may take a minute or two for the audio file to begin. The interview can also be viewed on YouTube.

Edwards also gave the firm's stock market forecast for 2014 and described how the firm is reallocating clients' assets after spectacular gains for US stocks in 2013.

As always, please call with questions and concerns.

Yours sincerely,

David Edwards
Heron Financial Group, LLC

The HERON FINANCIAL GROUP Financial Markets Commentary is published following month end and whenever market conditions require comment. The views expressed in this letter represent HFG opinion and strategy as of the date published and can change at any time upon receipt of new information. Data quoted in this letter are from sources deemed reliable, but no guarantee of such data is implied.