Heinz Global Asset Management, Inc.

Overview

Heinz Global Asset Management, Inc. is a small, privately held investment advisory firm that manages concentrated, discretionary portfolios for individuals and family clients. The firm emphasizes equity exposure, implementing strategies through exchange-traded equities and separately managed account structures. Advisory services cover portfolio management for individuals and small businesses as well as for businesses or institutional clients. Fee arrangements combine a percentage of assets under management with the option for performance-based fees, suggesting alignment with outcomes for select client relationships. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices