Heirloom elevates investment portfolios through differentiated, genuine Alternative Investments.
A Boutique Firm Dedicated to Finding Niche Opportunities for Investors
Heirloom Investment Management LLC is a boutique investment management with a focus on alternative assets since being established in 2015, and since the inception of our strategy as a family office in 2009.1
Heirloom’s macro-thematic investment strategy invests across asset classes and geographies (see ‘What’s The Alternative’ tab). Its approach has been used by leading pension plans for more than 20 years. This strategy has been advocated by McKinsey as how investors should manage their money to generate strong returns long-term.2
Heirloom has had a strong focus on uncorrelated investments for more than 10 years.
1 – For more details about Heirloom, marketing and performance documents are available upon request.
2 – Source – McKinsey & Company – From Big to Great
