Heritage Asset Managers

Heritage Asset Managers runs commingled equity and fixed-income strategies for regional bank trust departments and financial advisors in the southeastern...

Heritage Asset Managers

HERITAGE ASSET MANAGERS, INC. is an SEC-registered investment adviser. The firm manages $83 million in assets. It has 3 employees and 3 investment advisers.

General information

Firm type

Asset Manager

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What investment strategies does Heritage Asset Managers offer?

The firm provides US large-cap equity and core fixed-income strategies, typically distributed as commingled vehicles. Historical product literature suggests a focus on dividend-oriented equity and duration-managed bond portfolios, though current prospectus-level detail is not publicly available.

Who are Heritage Asset Managers' primary clients?

The firm serves regional bank trust departments, retirement plan sponsors, and high-net-worth individuals through independent financial advisors. Its distribution model is concentrated in the southeastern and midwestern United States.

Is Heritage Asset Managers structured as a family office?

No. Heritage operates as a traditional asset manager with an intermediary-distribution model, not as a single-family or multi-family office. There is no public evidence of a family-office affiliation, club-deal participation, or co-investment platform.

What is Heritage Asset Managers' known posture on ESG or impact investing?

Publicly available information does not confirm a dedicated ESG integration framework, impact-investing mandate, or UN PRI signatory status. The firm's investment strategies appear to follow traditional fundamental analysis without explicit sustainability screens.

Does Heritage Asset Managers disclose its assets under management publicly?

No. The firm does not publish AUM figures through regulatory filings, its corporate website, or major financial databases. Any AUM estimate would be speculative given the absence of primary-source confirmation.

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