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Individual Investors
For individual investors, we acquire interests in funds across asset classes, offering liquidity to investors, and co-invest alongside managers globally. Sellers and general partners view us as a trustworthy and well-respected counterparty that is able to transact on a fair, timely, and confidential basis. We believe our reputation and ability to execute quickly are powerful competitive advantages.
- Customer Service
- Full data privacy compliance
- Low entry plan
- Limited Coverage
- Real-time investment overview
- Investment pools
Institutional Investors
Investment consultants are the primary point of contact for many asset owners in the investment market. This is particularly true in the US, UK, and Japan. Consultants provide a range of advisory services to asset owners, from funding decisions to asset allocation, manager selection, and reporting processes. They frequently train sponsors and trustees on approaches to investment and emerging investment trends. They are a recognized source of authority and knowledge on investment practice. Their advice shapes the beliefs and practices of trillions of dollars of invested assets worldwide. The views that investment consultants hold about ESG factors have major implications for the sustainability of the financial system.
- Customer Service
- Real-time investment overview
- Full data privacy compliance
- Coverage around the world
- Business without borders
- Affiliates and partnerships
High Net-worth Investors
High net worth individuals are offered special treatment (exclusive services) by us, e.g., unlimited spending or luxury hotel upgrades, 24-hour concierge service, etc. The privileges are as follows: Invest in reputable private equity and hedge funds, Take part in pre-IPO placements, Take part in pre-IDO sales of particular ventures, Access a community of angel investors and pursue an opportunity to become a shareholder in high-quality startups.
- Pre-IPO/IDO Placements
- Corporate Cards
- Luxury traveling services
- Real-time investment overview
- Request Features
- Premium Support
Our Services
With our convenient and flexible investment services, we offer you a variety of investment options to help meet your financial goals.
Cryptocurrencies
Big financial institutions see potential in cryptocurrencies to lower transaction costs by making payment processing more efficient.
FOREX
The need to exchange currencies is the primary reason why the forex market is the largest, most liquid financial market in the world.
Options Trading
Specifically, options are contracts that grant the right, but not the obligation to buy or sell an underlying asset at a set price on or before a certain date.
Commodities
Commodities can be an important way to diversify a portfolio beyond traditional securities either for the long term or as a place to park cash during unusually volatile or bearish stock markets.
Exchange Traded Fund (ETF)
An ETF is a type of fund that owns the underlying assets (shares of stock, bonds, oil futures, gold bars, foreign currency, etc.) and divides ownership of those assets into shares.
Cannabis/Marijuana Investment
Cannabis is one of the fastest-growing industries across the world. In the U.S. in particular, the sector is expanding at a rapid pace. Many of the cannabis stocks have increased in value by over 300% from the previous year.
Need a quick loan?
There might be many reasons to take out a personal loan: You have a financial emergency, you want to cover a major expense, or you just want to build a good credit history. But not all personal loans—or personal loan lenders are the same.
We offer a variety of loan options, from personal loans to mortgage loans, with highly competitive rates, low annual percentage rate, long repayment terms, and little to no fees. And, of course, your personal needs and financial profile will determine the amount that will be disbursed
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We always try to understand customers expectation
We invest so much in customer care to ensure that all our customers are given world class services.
What customers say about us
Here are a few things that our customers said about us.
I have been investing with Heritage finance for a while, I have never had a bad experience. On the few occasions that there has been a problem with an investment, the team at Heritage worked directly with me until the issue is resolved. One of the things I like most is that everything is handled internally, from investment and investor vetting all the way through to fund control.
John philips
ContractorI have been doing investments with Heritage since October of 2019. They are truly amazing and are a key to me being able to retire to my farm! I love their professionalism and responsiveness.
Lauren Greene
Greene FarmsI have had much success in investing with heritage finance. I would recommend it to anyone that wants to earn at least 50% on their investments!
Nichole Anderson
Writer and Editor
Mobile App (Coming soon)
With our mobile App in your pocket, You can do so many things wherever you are. Want to invest, or upgrade your investment? All it takes is a tap in the app. Need customer support? Get help using our live chat. Want a loan? No problem—simply apply within the app in seconds. No paperwork, no hidden fees and full transparency.
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