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Heyman Investment Counseling
Heyman Investment Counseling manages balanced portfolios that meet client long-term objectives by combining growth stocks along with high quality dividend...
Overview
Heyman Investment Counseling manages balanced portfolios that meet client long-term objectives by combining growth stocks along with high quality dividend stocks and bonds. The firm focuses on quality yield and growth and on reaching goals through long-term investing.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Jonathan Heyman
Founder and Managing Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Heyman Investment Counseling?
Jonathan Heyman is the founder and managing principal, responsible for investment strategy and sourcing, per the firm's ADV filings and public record.
Which sectors does Heyman Investment Counseling explicitly avoid?
The firm avoids traditional long-only public equities and investment-grade bonds, focusing entirely on alternative asset classes such as hedge funds, private credit, and real estate (per the firm's ADV and public record).
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