Union Heritage is an investment advisory company with three lines of business: Public Equity, Venture Capital, and Philanthropic Investment. We have leveraged our demonstrable expertise in these strategies to help build and safeguard the legacies of our clients since our founding over three decades ago.

For more than 35 years, Union Heritage has remained grounded in our INTEGRITY as an organization and as individuals, with the commitment to bring our diverse experiences and perspectives to work every day for the clients we serve.

That spirit of COLLABORATION, both internal and external, has fueled our ability to achieve EXCELLENCE in generating returns, while managing volatile markets across time.

And while our relentless pursuit of alpha drives us — yielding consistent performance in the top quartile, and often top decile of managers — the DISCIPLINE we bring to our investment process is married with the COMPASSION and understanding, that behind the numbers, are people. Families and communities, relying on us to safeguard their hopes and dreams.