HEFFERNAN ADVISORY, INC.

Overview

Heffernan Advisory, Inc. is an independent registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. The firm, SEC-registered since 2006, offers financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of outside advisers. Fee arrangements include percentage-of-AUM, fixed fees and other structures. Heffernan identifies as an active ESG investor and reports activity primarily through a domestic ownership structure. The firm’s advisory mix and stated activities point to a hybrid model: managing discretionary client portfolios while sourcing specialist managers or strategies where appropriate. Its role as a selector of other advisers and as a capital allocator suggests reliance on third-party managers for niche exposures and alternatives alongside more traditional public fund allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives