American Heritage Holdings, LLC
is one of Zalman’s business properties currently
operating to maximum capacity. The firm is in the
business of managing money for a large group of
institutional clients, along with high net-worth
individuals who specialize in unique, highly segmented
financial instruments insurance and reinsurance.
It also specializes in acquiring bankrupt companies
and turning them into profit-making entities.
of the most critical elements of the company’s
process is the emphasis on the team approach. All
decisions - from asset allocation to stock selection
- are made by committee.
To avoid succumbing to the emotional swings of fear
and greed that affect the behavior of any individual
who makes investment decisions alone, American Heritage
Holdings relies on a team of individuals to implement
their proprietary process. Unlike a "star"
manager system, American Heritage Holdings’
clients benefit from a time-tested model run by
a team of professionals with a goal to help you
protect your assets on the downside while achieving
better than market returns on the upside.
addition to managing funds for institutional clients,
American Heritage Holdings offers tailored investment
management services to private clients.
Heritage Holdings offers a variety of investment
• Total Return Fixed Income Asset Management
• Insurance Asset Management
• Liability Driven Investing (LDI)
• Stable Value Asset Management
Heritage Holdings has experienced solid growth and
expansion since it was founded in 2004.