HEINZ INVESTMENTS

Overview

Heinz Investments is a small, owner-operated registered advisory firm that focuses on portfolio management for individual and family clients, as well as small businesses. The firm shows a clear equity preference, allocating the majority of client assets to exchange-traded equities while supplementing portfolios with third‑party alternative managers and insurance products. Heinz Investments also operates as an insurance broker, which influences its use of annuities and other insurance‑linked solutions alongside traditional investment management. Fee arrangements include percentage‑of‑AUM billing plus hourly and other fee components, reflecting a mix of ongoing advisory relationships and project or consulting work. The firm is not an active ESG investor and is not structured as a multi‑state adviser, which points to a more regionally focused client base and operational footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices