Albert Heeg Investment Management is a SEC registered investment advisory firm founded in 1993. We specialize in providing portfolio advice to Captive and Commercial property and casualty insurance companies. Our mission is to deliver consistent results, while balancing investment risk and investment return. We are dedicated to helping our clients meet their investment goals.
As an Investment Advisor, Albert Heeg Investment Management tailors strategies with the goal of producing returns which are both realistic and achievable.
We do not serve as a manager who trades securities, or as a broker/dealer. We do not sell products to managers. We believe it is imperative to maintain our independence and objectivity in order to be successful in the institutional marketplace.