Blue Heron Capital Management
1519 Summit Avenue
Richmond, VA 23230
Firm Size
- Assets Under Management (AUM):$252 Million
- Number of Funds:23
- Employees:
- Firm Type:Venture Capital
- Focus Areas:
Services
Description
Blue Heron Capital Management, LLC is a financial services firm based in Richmond, VA. The company specializes in providing investment management services to high-net-worth individuals, families, and institutions. Blue Heron Capital Management offers personalized wealth management solutions, including investment strategies, risk management, and financial planning.
With a focus on long-term growth and capital preservation, the firm utilizes a research-driven approach to identify investment opportunities across various asset classes. Their experienced team of professionals combines fundamental analysis with a disciplined investment process to make informed investment decisions.
Blue Heron Capital Management also emphasizes building strong client relationships and tailoring investment strategies to meet individual needs and goals. They provide comprehensive financial planning services, including retirement planning, estate planning, tax optimization, and insurance evaluation.
As an independent Registered Investment Adviser (RIA), Blue Heron Capital Management remains free from conflicts of interest associated with commission-based compensation, ensuring that their clients' interests are prioritized. The firm is committed to transparency, providing regular performance reporting and open communication with their clients.
Overall, Blue Heron Capital Management, LLC in Richmond, VA, offers a wide range of investment management and financial planning services, helping individuals and institutions navigate the complexities of the financial markets and achieve their long-term financial goals.