Investment consulting Chicago IL

Investment consulting Chicago IL

Heard Capital has offered investment consulting in Chicago IL since mid-2011 when our firm was born. We consult with investors to understand their risk profile and portfolio construction. By understanding their starting point, we can begin to develop a plan that matches your unique financial goals and objectives.

 

  • Long/short strategy: generates superior risk-adjusted returns while preserving capital in any market condition.
  • High conviction, long only strategy:embraces concentration and reflects a long-term, private equity approach to public investing.
  • Outcome oriented strategy: designed to meet a stated investment objective and target risk level.

 

What We Do: Investment Consulting

Heard Capital invests on behalf of endowments, pension plans, family offices and qualified individuals to help them achieve their objectives and obligations, whether that means funding retiree pension payments, providing for the long-term future needs of a civicinstitution, or helping a family retain and expand wealth for future generations.

 

Heard Capital invests in three strategies: long/short, long-only, and market neutral. We take a long-term, private equity approach to public investing. The firm’s investment philosophy is predicated on domain expertise, with a focus on six sectors –technology, media, telecom, financial services, energy and industrials –all of which are global, permanent and regulated.

More about what we do: