HERITAGE HOUSE ASSET MANAGEMENT

Overview

Heritage House Asset Management is a small, owner-run advisory that focuses on discretionary portfolio management for individuals and small businesses. Structured as a sole proprietorship and serving a concentrated client base, the firm leans toward equity-heavy allocations while supplementing portfolios with mutual funds and selected alternative exposures. It charges clients on a percentage-of-assets basis and also offers hourly billing for advisory work. Heritage House does not position itself as an ESG-focused manager and is not registered as a multi-state adviser. The firm does not operate as a capital allocator or run pooled funds in-house; instead, it taps third-party managers for hedge fund and real estate exposure. With its emphasis on individualized portfolio management, the firm appears to blend direct equity and ETF holdings with externally managed alternative and mutual fund strategies to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices