About Trader Wealth Management
Our Investment Philosophy
Our Services
About Us
Trader Wealth Management (TWM) is an independent Registered Investment Advisor (RIA). We provide an array of services that aptly address the unique financial needs of traders. Whether a trader needs a single service or an all-encompassing plan, we have the experience and ability to handle each financial need.
We are a firm that offers comprehensive services focused on developing a personal relationship with you. This enables us to provide customized investment management and financial planning, efficient tax preparation and forward-looking retirement and estate planning that addresses your personal objectives and goals. Because we are an independent, specialized, boutique firm, we offer unbiased advice and products tailored to your unique situation and we are always available to you.
Bill Herr is the founder of and director of investment for Trader Wealth Management, LLC. Bill is a Certified Public Accountant, a Certified Financial Planner™ practitioner and a membership interest holder at the Chicago Board of Trade. He has been an active options trader at the CBOT for 18 years and has over 23 years of broad-based financial, investing and tax planning experience that includes three years in the financial services division with the accounting firm of KPMG Peat Marwick.
Bill is a former associate and founding partner of Herr Capital Management where he specialized in providing portfolio allocation and management, among other financial services, for high net-worth individuals. Prior to co-creating Herr Capital Management, LLC, Bill spent ten years as an independent tax and financial consultant for Chicago Financial Exchange members and member firms. He has focused on implementing a multi-strategy investment approach which provides for superior, risk-adjusted, after-tax investment returns in the long term while reducing volatility and loss of capital in the short term. Bill's expertise in risk management has been the cornerstone of the success in both his investment decisions for clients and his personal options trading.
Bill has shared this broad based experience on various media outlets, including CBS television, Boomer Market Advisor, and the prestigious Journal of Financial Planning.
Bill graduated, cum laude, from the University of Notre Dame with a degree in Accounting. He continued his education by completing financial-related curriculum at the University of Chicago Graduate School of Business, DePaul University's Master of Tax Science Program and the College of Financial Planning.
Bill currently lives in Lake Barrington, IL with his wife, Shelly Herr and two children, Justin and Michayla.
Rob Joyce is an investment advisor for Trader Wealth Management. He has over 6 years experience trading futures, currencies and individual equities along with investment management and tax service experience with Herr Capital Management.
Prior to joining Herr Capital Management and Trader Wealth Management, Rob was a discretionary trader and systems designer for Crabel Capital Management, a hedge fund in downtown Milwaukee managing over $3.5 billion. Rob's duties included constructing, analyzing and performance tracking long/short equity portfolios and he actively traded a multitude of products including commodity futures, currencies and fixed income products with a "grey box" approach. He was also responsible for the research and development of short-term trading systems using proprietary software to analyze market structure. Through regression analysis, he recognized and produced profitable systems that were executable in real time across a wide range of markets. Before starting with Crabel in 2005, Rob was a proprietary trader at the Chicago-based firm of Geneva Trading LLC where he traded currency and equity futures.
Rob graduated from the University of Notre Dame with a degree in psychology and theology in 2003. He is continuing his education in financial and tax related curriculum and is currently a CFA candidate.
Rob currently lives in Lake Zurich, IL with his wife, Dr. Kristen Joyce.