Heritage Capital Private Asset Management

Heritage Capital Private Asset Management is a CFA/CFP® wealth management firm in the San Francisco Bay area with a personalized and integrative financial planning and investment management approach. Founded in 1991, we believe firmly in investing from a client’s financial plan in order to optimize bottom-line returns. Instead of investing solely from a fund’s potential, we integrate a client’s cash-flow needs, tax picture, and personal risk tolerance into their investment plan. For investments, we partner with some of the world’s best fund managers through our strategic custodian, SEI, Seic.com/whoissei, a well-respected global investment services firm with more than $300 billion in assets under management. SEI manages its funds actively—not passively—through a team of Certified Financial Analysts (CFAs) and top-tier fund managers. We aren’t focused solely on short-term returns. Our primary mission is to help you build a heritage for generations to come. Offering Meetings in Walnut Creek. Should Walnut Creek be more convenient for you, we’re pleased to offer meetings in the offices of our sister company. The Atrium Building 1981 North Broadway Suite 225 Walnut Creek, CA 94596 P: (925) 827-1313 F: (925) 949-8404