Heirloom specializes in differentiated Alternative investment solutions for sophisticated investors or their advisors. Helping investors to build on or round out their existing portfolios, Heirloom offers niche investments that are difficult for most investors or advisors to either access or effectively diligence.

We are proactive and nimble in uncovering and developing investment opportunities that take advantage of global trends or special situations, with the expertise to either evaluate existing market offerings or partner with domain experts to build opportunities from the ground-up.

Heirloom offers specific Alternative funds and co-investment opportunities, or we can build a portfolio of alternative investments via a managed account for investors looking to optimize their risk-adjustment investment returns.