Find The Right Investment Solution That Is For You

Heirloom supports clients to create diversified portfolios that preserve and grow their capital. We offer flexible solutions to meet your specific needs. The investment strategy we deploy has been advocated by McKinsey as how all investors should manage their money to preserve and grow their capital over the long-term.

Click on the profile that best describes you and find out more about our different supports.

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FAMILY OFFICE

Supporting multi-generational wealth management


INDIVIDUAL INVESTOR

Helping meet your investment goals and objectives


INVESTMENT MANAGER

Portfolios created under the investment objectives and parameters you define


OUTSOURCED CHIEF INVESTMENT OFFICE

Advisory:

Heirloom’s Advisory services offer customized investing to support your preferred mandate and parameters in order to best meet your unique investment objectives. Advisory offerings include a broad range of activities, from a simple portfolio review, to discrete or periodic advice on your investment portfolio or management function, to acting as a fully-fledged Outsourced Chief Investment Officer and fulfilling your entire investment capability.

OUTSOURCED CHIEF INVESTMENT OFFICER

SUMMARY

As your Outsourced Chief Investment Officer, Heirloom acts as your fully bespoke in-house investment function, delivering on financial and non-financial goals.


WORKS BEST FOR…

A fully customized investment strategy with the ability to set your risk profile, liquidity, structure and authority (discretionary or client-participative) as you prefer.


SCOPE OF WORK

Heirloom acts like an employee of the family, providing fully customized solutions, with the family remaining as involved with the investment process as preferred.

CUSTOMIZED ADVISORY

SOLUTION SUMMARY

Heirloom’s Advisory Services provide discrete or periodic advice or review on aspects of your investment management function. These can include acting on an Investment Committee to conducting periodic Portfolio Reviews or educating/mentoring existing resources.


WORKS BEST FOR…

For families with a developed investment capability, Heirloom can act as an advisor to provide guidance or a 2nd opinion.


SCOPE OF WORK

Defined by the needs of the client. Services could include sitting on an Investment Committee, conducting a periodic portfolio review, or educating/mentoring key internal resources.

Discretionary:

Heirloom’s Discretionary services offer specific investment programs that provide access to Heirloom’s macro-thematic investment capabilities and are completely overseen by the Heirloom team. This includes assisting in diversifying your portfolio through access to our investment themes on a “deal by deal” basis to diversify your portfolio, to helping fill any investment gaps such as implementing an “Alternatives Allocation”, to overseeing your entire investment capability which we implement based on the parameters set by you.

MANAGED ACCOUNTS

SUMMARY

Heirloom’s Managed Accounts offer a customized investment program that follows your preferred mandate and parameters in order to best meet your unique investment objectives.


WORKS BEST FOR…

A fully customized investment strategy with the ability to set your risk profile, liquidity, structure and authority (discretionary or client-participative) as you prefer.


SCOPE OF WORK

Heirloom manages your investment account guided by customized parameters and constraints set by you.

CO-INVESTMENT OPPORTUNITIES

SUMMARY

Heirloom’s Co-investments allow families to access specific lucrative investment themes while taking advantage of Heirloom’s access and institutional-quality due diligence.

WORKS BEST FOR…

Portfolio diversification through attractive but difficult-to-access investment themes and opportunities that are designed to offer strong returns and low correlation to other asset classes.


SCOPE OF WORK

When Heirloom has additional capacity in its investment themes and opportunities, it will offer co-investment opportunities. Heirloom often negotiates lower fees or rebates, passing on half to co-investors, which means they pay less than investing directly.

Heirloom’s Current Initiatives:

Advisory:

Heirloom offers a variety of investment solutions to help support individual investors. These include helping investors to diversify their portfolios through accessing our investment themes on a “deal by deal” basis, to integrating our Heirloom Fund to gain broad exposure to our macro-thematic strategy, to helping fill any investment gaps such as implementing an “Alternatives Allocation” to your current portfolio, to overseeing your entire investment capability which we implement based on the parameters set by you.

MANAGED ACCOUNTS

SUMMARY

Heirloom’s Managed Accounts offer a customized investment program that follows your preferred mandate and parameters in order to best meet your unique investment objectives.


WORKS BEST FOR…

A fully customized investment strategy with the ability to set your risk profile, liquidity, structure and authority (discretionary or client-participative) as you prefer.


SCOPE OF WORK

Heirloom manages your investment account guided by customized parameters and constraints set by you.

HEIRLOOM FUND

SUMMARY

Investors can access a standardized version of Heirloom’s core investment strategy via an established Cayman Islands fund with world-class infrastructure and governance.


WORKS BEST FOR…

Investors with $1mm+ investments who are interested in accessing Heirloom’s award-winning macro-thematic investment strategy. As the Fund is standardized, this is the easiest and least time intensive way to access the strategy.


SCOPE OF WORK

Heirloom offers access to its macro-thematic investment strategy for investors via its fund.

CO-INVESTMENT OPPORTUNITIES

SUMMARY

Heirloom’s Co-investments allow families to access specific lucrative investment themes while taking advantage of Heirloom’s access and institutional-quality due diligence.


WORKS BEST FOR…

Portfolio diversification through attractive but difficult-to-access investment themes and opportunities that are designed to offer strong returns and low correlation to other asset classes.


SCOPE OF WORK

When Heirloom has additional capacity in its investment themes and opportunities, it will offer co-investment opportunities. Heirloom often negotiates lower fees or rebates, passing on half to co-investors, which means they pay less than investing directly.

Heirloom’s Current Initiatives:

Advisory:

Heirloom’s Advisory services offer customized investing to support your preferred mandate and parameters. Advisory offerings include a broad range of activities, from sitting on your Investment Committee to Portfolio Reviews to Education and Mentorship of your internal team. It can also include acting as a sub-advisor or sub-manager to a new fund created by you, to helping fill any investment gaps such an implementing an “Alternatives Strategy”, which could be solely your brand or cobranded.

ADVISORY SERVICES

SOLUTION SUMMARY

Heirloom’s Advisory Services provide discrete or periodic advice or review on aspects of your investment management function. These can include acting on an Investment Committee to conducting periodic Portfolio Reviews, or educating/mentoring existing resources.


WORKS BEST FOR…

Financial organizations with a developed investment capability, Heirloom can act as an advisor to provide guidance or a 2nd opinion.



SCOPE OF WORK

Defined by the needs of the organization. Services could include sitting on an Investment Committee, conducting a periodic portfolio review, or educating/mentoring key internal resources.

SUB-ADVISORY OR WHITE LABEL MANDATES

SUMMARY

Heirloom acts as a sub-advisor or sub-manager to a new fund created by you that targets a company or fund’s objective related to any asset class, asset style or geographic region. You have complete oversight and control over the fund and the fund could be solely your brand or co-branded.


WORKS BEST FOR…

For regulated and licensed financial institutions to leverage Heirloom’s macro-thematic investment strategy for their clients while still maintaining their own brand identity and client relationships.


SCOPE OF WORK

Heirloom manages your investment account guided by customized parameters and constraints set by you.

Discretionary:

Heirloom’s Discretionary services offer specific investment programs that provide access to Heirloom’s macro-thematic investment capabilities and are completely overseen by the Heirloom team. This includes assisting in diversifying your portfolio through access to our investment themes on a “deal by deal” basis to diversify your portfolio, to helping fill any investment gaps such as implementing an “Alternatives Allocation”, to overseeing your entire investment capability which we implement based on the parameters set by you.

MANAGED ACCOUNTS

SUMMARY

Heirloom’s Managed Accounts offer a customized investment program that follows your preferred mandate and parameters in order to best meet your unique investment objectives.


WORKS BEST FOR…

A fully customized investment strategy with the ability to set your risk profile, liquidity, structure and authority (discretionary or client-participative) as you prefer.


SCOPE OF WORK

Heirloom manages your investment account guided by customized parameters and constraints set by you.

CO-INVESTMENT OPPORTUNITIES

SUMMARY

Heirloom’s Co-investments allow investment managers to access specific lucrative investment themes while taking advantage of Heirloom’s access and institutional-quality due diligence.


WORKS BEST FOR…

Managers who want portfolio diversification through attractive but difficult-to-access investment themes and opportunities that offer strong returns and low correlation to other asset classes.

SCOPE OF WORK

When Heirloom has additional capacity in its investment themes and opportunities, it will offer co-investment opportunities. Heirloom often negotiates lower fees or rebates, passing on half to co-investors, which means they pay less than investing directly.

Heirloom’s Current Initiatives: