Heritage Investors Management Corp

Heritage Investors Management Corp is a family-owned investment advisory firm based in Bethesda, Maryland, specializing in managing portfolios for high-net-worth individuals, families, charitable organizations, retirement plans, trusts, estates, and endowment funds. Established in 1975, the firm has grown from managing $8 million to over $4.1 billion in assets as of December 31, 2024. Heritage Investors emphasizes personalized financial planning, tailoring investment strategies to meet the specific needs of each client. The firm's investment approach includes a focus on fixed income, hedge funds, private equity, real estate, and venture capital, aiming to provide stability and growth for its clients. Heritage Investors is committed to integrity, financial expertise, and a dedication to serving the individual needs of each client, building strong and enduring relationships within the community. The firm operates with a team of experienced and credentialed investment professionals who are dedicated to providing excellent service to its clients, ensuring that each portfolio is constructed to meet the unique objectives and goals of the client. Heritage Investors continues to uphold its core values, striving to deliver personalized and effective investment management solutions that support the financial well-being and future planning of its diverse clientele.