Our Values

Originally designed to meet the specific needs of a family office, Heirloom’s values centre around ensuring the greatest alignment, security, transparency and investment excellence to meet our client’s needs.

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Alignment

  • Always act as a fiduciary
  • Profit driven by delivering client value, not by asset gathering

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Transparency

  • Full transparency of investments and operations
  • Promotion of investment education and understanding

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Investment Excellence

  • Proactive and nimble to take advantage of best opportunities
  • An environment of continuous learning, with long-term focus and emotional control

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Security

  • Risk management (both forward and backward-looking) integrated into all aspects of investment process
  • Institutional quality of infrastructure and service providers

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Heirloom and Geoff are smart investors that understand the particular needs of family offices. Their creativity, proactivity and nimbleness, combined with their sincere care for our needs has benefited my family greatly. I have full trust in their honesty and integrity and look forward to continuing over decade-long relationship. I would highly recommend Heirloom and Geoff to other families in need of investment solutions.

- Field-Marsham Family Kestrel Capital Management
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Heirloom is one of the best capital allocators that I know. Their innovative strategy, disciplined process, and proactive approach to investing, paired with their attention to detail in diligencing, implementing and monitoring investing is unparalleled. I would highly recommend Geoff and Heirloom to any families or small institutions needing a good steward for their investment portfolio.

- Marc Foran Rally Assets
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Heirloom Investment Management LLC is registered with the U.S. Securities and Exchange Commission SEC #801-107295 CRD #281357