Wisdom

Where decades of experience and insight meet sound judgment and patience to better serve our investors.

Accessibility

Working directly with you, our clients, without bureaucracy.

Transparency

Providing transparency in our investment process and outlook.

    Innovative Asset Management

    Blue Heron provides uncorrelated, high-yield solutions for investors, focusing on project revenue bonds and infrastructure projects with exceptional value in sectors such as Industrial, Manufacturing, Power, Energy, Healthcare, Education, and Transportation.

    Our bridge loan program in particular focuses on green initiatives in primarily the Industrial space, with an emphasis thus far on Renewables, Recyclables and Terminals.

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    Meet Our Team

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    Blue Heron has assembled a high caliber team of investment professionals with over 25 years of portfolio management experience in fixed income and structured finance. In addition to portfolio management, the team includes seasoned professionals in key areas such as product management, due diligence, marketing and client services.
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