Heyman Investment Counseling LLC

Heyman Investment Counseling LLC is a small, state‑registered advisory firm that provides portfolio management and investment advice primarily to individuals, trusts, private foundations and retirement accounts, overseeing roughly $105 million across about 35 client relationships. In addition to tailored portfolio management, the firm also provides non‑discretionary advisory services to an unaffiliated third‑party investment adviser.

The firm typically constructs balanced portfolios with a core large‑cap equity approach that blends value and growth, using mutual funds and ETFs to add international, small‑ and mid‑cap exposure when appropriate; fixed‑income allocations emphasize higher‑quality Treasuries, corporates, municipals and CDs. Investment decisions are based on a mix of fundamental, valuation and technical analysis, with a focus on aligning holdings to long‑term market trends and holding periods that can extend beyond five years.

Distinctive features include the uncommon engagement of providing general, non‑tailored advice to another investment adviser — HIC does not control that adviser’s client recommendations or trading — and a long tenure and professional credentialing of its sole portfolio manager (CFA, 40+ years of experience). The firm also discloses longstanding research and custody relationships with a bank custodian (including a custody discount and shared research) and outside business activity in real‑estate management that is reported as separate from its advisory activities.