Heiser Investment Advisers

Overview

Heiser Investment Advisers is an independent, sole-proprietorship registered investment adviser controlled by an individual owner. The firm serves individuals and families — including small-business clients — and focuses on portfolio management rather than institutional or pension consulting. Fee arrangements include both a percentage-of-AUM schedule and fixed fees. The adviser reports it is not an active ESG investor and is not set up as a multi-state adviser. Investment activity is concentrated in publicly traded securities, with a stated preference for equities. The firm does not position itself as a capital allocator to external managers and does not indicate relationships with related advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices