Heritage Finance Holdings (“Heritage”) is a privately owned investment firm that specializes in identifying, researching, and executing investment strategies on behalf of institutional investors and high net worth individuals.

Heritage has assembled a team of multi-disciplined professionals that add value at every step of the investment management process. Our extensive track record as owners, developers, investors and managers of large assets provides an exceptional understanding of the disciplines necessary to successfully deploy equity capital while achieving substantial returns.

Heritage holds major interests in investment categories ranging from real estate to finance and investment services, software and technology, supply logistics, - even casual dining. We employ detailed selection criteria to maximize returns for our shareholders and joint venture partners, and employ a hands-on management approach to realize investment potential in addition to identifying potential assets that are typically undervalued or underperforming.

INVESTMENT APPROACH