Our Heritage

Heritage Investors Management Corporation is a family-owned investment advisory firm registered with the Securities and Exchange Commission.  Heritage manages portfolios for high-net-worth individuals, families, charitable organizations, retirement plans, trusts, estates, and endowment funds.  As a family-owned company, we proudly serve other families by helping them build and prepare for their own family’s future. Since our founding over fifty years ago, Heritage has grown from a local Washington, D.C. firm managing $8 million to one with over $4.1 billion in assets as of December 31, 2024 and with clients country-wide.

Heritage’s history and successes are rooted in a set of core values – integrity, expertise, and a commitment to serve the individual needs of each client. Guided by these principles, Heritage has built a team of experienced and credentialed investment professionals who are dedicated to providing excellent service to the firm’s clients. We are exceptionally proud of our company’s accomplishments and continued growth, the strong and enduring relationships the firm has established with its clients, and its standing in the community.