Herman J Nainkin
1992 began my financial planning practice, age 22. 1998 merged my life insurance and investment practices and co-founded The Portfolio Bureau (Pty) Ltd in which I was a Managing Director. 2001 Admitted as a Fellow of the Financial Planning Institute of South Africa, specializing in investment management, Modern Portfolio Theory, quantitative and behavioral finance disciplines and use of traditional & alternative asset management philosophies to meet market conditions and client objectives. 2002 moved to Los Angeles & joined THE MONY GROUP to learn key insurance, investment & tax concepts specific to the USA. 2006 I became an independent financial advisor with two associations: FORTRESS FINANCIAL: for non security related financial products such as life, health, disability and Long Term Care insurance. I am the founder of Fortress Financial and an insurance agent. For consulting on securities, I am dually registered as a Registered Representative or an Investment Advisor Representative of UNITED PLANNERS who are a Securities & Exchange Commission registered Investment Advisor. Member FINRA, SIPC. 2014 United Planners invited me to become a Limited Partner of the firm. As of December 31st, 2019 it had over $4.3 billion in assets under management. 2021 Voted “PARTNER OF THE YEAR” by United Planners home office as best exemplifying the ideal advisor which it defines as “A highly ethical, passionate and fiduciary-focused professional that places a client's needs first. They are client-centric, kind and compassionate entrepreneurs that maintain a culture of compliance and are committed to the financial services industry. They value our vision, mission and culture. They are trusted partners who work collaboratively with their fellow partners”. There are 160 Partners and about 400 advisors.
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