About Heirloom Investing
Heirloom Investing is a Financial Services company based in Wilmington (United States). Investment portfolios are elevated through niche alternative solutions. It operates on a Professional Services model. Heirloom Investing offers products and services including Heirloom Alternative Yield Fund. Its focus areas include Financials, Investment Management and Alternative Investments.
Company details
Investment portfolios are managed by focusing on niche alternative solutions for sophisticated investors. Diversification is achieved through uncorrelated investments that are typically inaccessible to most. Opportunities are proactively uncovered and developed, either by evaluating market offerings or partnering with domain experts. Stability in volatile markets is supported by diversifying return streams. Tailored products and guidance are provided to help clients meet their investment goals.
- Headquarters Wilmington, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website heirloominvesting.com
- Social LinkedIn
Products & Services of Heirloom Investing
Heirloom Investing offers a comprehensive portfolio of products and services, including Heirloom Alternative Yield Fund.
Alternative investment fund for niche, uncorrelated return streams.
People of Heirloom Investing
5 people are tracked at Heirloom Investing (2 in leadership, 3 in team).
| Name | Role | Group |
|---|---|---|
Geoff Dover | Founder and Chief Investment Office | Leadership |
Sabrina R. | Head Of Client Relations | Leadership |
Ford Smith | Senior Portfolio Manager | Team |
Simritpal S. | Analyst - Operations And Marketing | Team |
Parul Singh | Senior Analyst | Team |
Complete people profiles for Heirloom Investing
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Heirloom Investing (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Heirloom Investing
Heirloom Investing is headquartered in Wilmington, United States. It is registered at Wilmington, Delaware, United States.
Investment portfolios are managed by focusing on niche alternative solutions for sophisticated investors. Diversification is achieved through uncorrelated investments that are typically inaccessible to most. Opportunities are proactively uncovered and developed, either by evaluating market offerings or partnering with domain experts. Stability in volatile markets is supported by diversifying return streams. Tailored products and guidance are provided to help clients meet their investment goals.
Heirloom Investing offers Heirloom Alternative Yield Fund.