Heirloom Investment Management

Heirloom Investment Management is rated 3 out of 5 in the category investment management. Read and write reviews about Heirloom Investment Management. Heirloom helps UHNWIs, Family Offices and Small Institutions build better investment portfolios via principled investing and practical solutions. We are pioneering the macrothematic investment strategy, identified by McKinsey as the strategy that will take institutional investors “from big to great”, for use by these investors. We offer the following solutions: Heirloom Fund targets 9-11% net returns across the cycle with a focus on absolute return / capital preservation. Suitable as a total portfolio solution or as an addition to portfolios that adds diversification and an an uncorrelated return profile. Managed Accounts ($10mm+) offer the benefits above, but with risk, return, geographic and/or asset class parameters customized to suit your portfolio. These are offered via flexible structures, including being hosted at a private bank of your choice, or via our Cayman entity. Structured Solutions add capital-loss protection and/or return enhancement to most liquid, tradeable instruments (equity, fixed income, currencies) at the expense of liquidity (1-year notice period generally required). Co-Investment offers the ability to select investments on an investment-by-investment basis (where sufficient capacity exists). This provides the control of being able to choose specific investments and the security of knowing that we are investing principal capital alongside you. Outsourced Chief Investment Officer provides the benefits of a family office investment function and economies of scale. This can include other advisory services such as a Portfolio Review or Investment Committee membership to help you make better investment decisions. Heirloom is a boutique firm created by a family to service family needs, with our focus being on client service and returns rather than asset gathering. We live by our core principles of security, alignment, transparency and excellence.