About Us

Heller Advisory was developed as a result of over 30 years of working with investment officers who were inundated by marketing material, emails, and calls. We saw a need to streamline this process and bring them best in class managers.

We are approved by many strong emerging managers and only work with the ones we believe have the strongest experience, passion, and integrity.

Investors trust that we will only deliver the most appropriate strategies. Investment managers rely on us to provide high quality advice on accessing institutional clients.

We are regarded as experts and have served on advisory boards, published articles throughout the public sector, and participated on industry panels. Our experience includes work in the public sector, serving public education and top tier endowments and foundations, as well as representing major investment banks, hedge funds, real estate, long only equity, private equity, agriculture, and energy funds.

We are committed to doing the right thing. We are independent, relationship-driven, and are always aware of the needs of our clients.