Heights Investment Partners, LLC

Heights Investment Partners provides discretionary asset management and tailored portfolio services to individuals, high‑net‑worth clients, trusts, estates, corporations, and small businesses. The firm manages client accounts through custodial arrangements at Charles Schwab and offers model portfolio management, account monitoring, and personal consultations as part of its ongoing service.

The firm’s investment process is grounded in fundamental analysis and implemented primarily through a single model portfolio strategy that typically holds 10–25 equity positions with relatively low turnover and a long‑term compounding orientation; short selling may be used opportunistically. Portfolio decisions are made on a discretionary basis, with periodic rebalancing and regular communications about performance and fund management changes.

Distinctive features highlighted in the brochure include the firm’s affiliation with pooled investment vehicles via a principal’s limited partnership and a private investment LLC, and the firm’s practice of providing and publicizing performance information (including a quarterly letter), which is less common among peers. The adviser also emphasizes formal compliance controls — a written Code of Ethics and personal trading policies — requires use of a designated custodian, and does not vote proxies on clients’ behalf.