HERITAGE ASSET MANAGEMENT, LLC

Overview

Heritage Asset Management, LLC is an independent registered investment adviser that acts as a capital allocator for both individual and family clients as well as select institutional relationships. The firm combines financial planning and portfolio management with the selection of third‑party managers, indicating a hybrid approach that blends internally managed allocations with outsourced expertise. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. Investment activity is centered on public funds as the core building blocks of client portfolios, while the firm also allocates to external real estate managers to introduce alternative exposure. Heritage is not positioned as an active ESG investor and, based on its classification, operates as a single‑state, independently run RIA rather than a multi‑state platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices