Heritage Investors Management CORP

About

Heritage Investors Management Corporation | Providing personalized advice to families, individuals, and institutions Welcome to Heritage Investors Providing personalized advice to families, individuals, and institutions since 1975. 7101 Wisconsin Avenue, Suite 950 Bethesda, MD 20814 (301)951-0440 Form ADV Part 2 CRS SEC Adviser Info Investor.gov 7101 Wisconsin Avenue, Suite 950 Bethesda, MD 20814 (301) 951 0440 | Form ADV Part 2 | CRS | | SEC Adviser Info | Investor.gov | About Us | Heritage Investors Management Corporation 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 almost 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

Key Contact

Geographic Focus