Six North Park Drive, Suite 208
Hunt Valley, MD 21030
Toll Free: 1-866-344-8282
Charles E. “Ted” Herget, Jr.
410-528-8282 Ext. 1040
Ted is Co-Founder, Principal and Senior Consultant in the Hunt Valley
headquartersof Asset Strategy Consultants. He is licensed with the Securities
and ExchangeCommission as a Registered Investment Advisor. Since 1970,
he has been a consultantto endowments, foundations and retirement funds on
investment strategy and theselection and monitoring of investment managers.
In 1972, Ted and six others started The Pension Investment Fund, a mutual
fund designed specifically for retirement plan accounts. He was President of
the Fund until 1976.
Ted earned his Bachelor of Science Degree in Business Administration from Loyola College in Baltimore.
He completed courses in taxation, retirement planning, employee benefits and investments at The Johns
Hopkins University and theUniversity of Baltimore. In addition, he completed the pension, profit sharing,
and investment courses offered by PurdueUniversity and Fairleigh Dickinson University and served on the
faculty of Purdue`s Pension and Profit Sharing Institute.
He completed the Presidents` Seminar at Harvard University`s Graduate School of Business. Ted has
lectured to the Sellinger Scholars at the Sellinger School of Business at Loyola College in Maryland on
the subject of institutional investing. He has completed the Callan College for Fiduciary Training, and
attended The Endowment Institute atHarvard Business School.
He is also a member of the Institute for Investment Management Consultants (IMC) and the Investment
Association of America.
His achievements and honors include:
Who`s Who in U.S. Executives
Who`s Who in Business & Finance
Named "One of Baltimore`s Most Powerful Men," Baltimore Magazine (1988)
Named "Marine of the Year" for Maryland, 1958
In 2004, appointed Commissioner on the Maryland Economic Development Commission
by former Governor Robert L.Ehrlich, Jr.
Ted’s additional expertise includes:
Was founder and CEO of Herget and Company the largest mid-Atlantic Pension
Actuarial, Benefits and Investment Consulting firm.
Was on the Board of Directors on the American Society of Pension Actuaries
Was on the Finance/Investment Committee of an American Stock Exchange company.
Has been on the Board of Trustees of five educational institutions and Chairman of the Board of two
Universities and onthree Finance/Investment Committees.
Named Hibernian of the Year, 2009 for the State of Maryland
Ted is and has been very active in the local community, having served on the Board of Trustees of
St. Paul School forGirls, Maryvale School, and Loyola University. He is past Chairman of both the
Boards of Stevenson University and Loyola University. He currently serves on the Boards of Loyola’s
Sellinger School of Business and Management and the University of Maryland Medical System’s
Shock Trauma Hospital. A cancer survivor, Herget’s miraculous recovery has been written about
in the Baltimore Business Journal and The Daily Record.