Trust, Discipline and Independence
For over
40 years
About Us
Our team has worked diligently with clients and advisors to best understand and achieve their individual investment goals and risk tolerance. Our stable and experienced investment team has many years of experience and aim to provide long-term capital growth while minimizing your exposure to risk and volatility. This is achieved through our prudent and disciplined investment process. Portfolio management is our sole business, and we work with a vast network of like-minded professionals in managing your wealth.
“ At Heward, our principal objective is to protect and increase our clients’ wealth. Our clients trust us to avoid unnecessary risk and to assist them in sharing the success with future generations. ”
— James Heward, President
Our clients depend on us to guide them through significant events such as selling a business, managing inheritance and intergenerational wealth, strategizing for retirement, investment management consolidation, and engaging in active management to optimize their financial goals.
Client Focus
We work diligently with each client to best understand and achieve your individual investment goals.
Heritage
Heward has offered global portfolio management services since 1981.
Global Reach
Our investment process consists of rigorous, in-house fundamental research.
Service & Dedication
Through years of personalized service and dedication, the firm is proud to have cultivated strong intergenerational relationships with our clients and partners.
Experience
Heward leverages extensive experience in Portfolio Management to fulfill our promise of safeguarding and growing the wealth of our clients. With vast knowledge accumulated over years of practice, we are dedicated to providing comprehensive portfolio management solutions to achieve long-term security and prosperity for our clients.
Latest News
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