Non-Profit Organization

Whether your focus is on scholarships, charity, or some other worthy cause, Heritage Investors will work closely with you to ensure there are resources available to make you as effective as possible.

We believe in independence and transparency. This means not only that we have no professional relationships that would prevent us from acting independently and without reservation, but also that you needn’t take our word for it. You will know about all our affiliations.

We will work with your board to manage assets to assure adequate income or growth of your endowment. Many a nonprofit relies on the wise management of its investment portfolio; let us work with you to make a difference for years to come.