Harry Shertzer

Harry Shertzer is a Portfolio Manager at Westhampton Capital, LLC in Winston-Salem, North Carolina, where he oversees client investment portfolios and leads monthly reviews to ensure alignment with clients’ long-term goals. His key responsibilities include portfolio construction using a combination of value and growth-at-a-reasonable-price (GARP) strategies, favoring direct investments in individual stocks and bonds over mutual funds and ETFs to optimize performance, tax outcomes, and cost efficiencies.

Shertzer’s investment focus spans a broad range of sectors with a bias toward companies with strong financials, robust cash flow, and above-average dividends, aiming for both growth and income through diversified holdings in equities and fixed income assets. He is committed to portfolio customization according to each client’s risk tolerance and objectives, and emphasizes capital preservation and long-term growth.

With over four decades of investment experience, Shertzer has passed Series 63 and Series 65 exams and is registered to provide investment advice in North Carolina. His expertise is grounded in business and finance, and he is recognized for his ethics, integrity, and deep knowledge of market conditions and economic trends as part of Westhampton Capital’s senior wealth management team.