Heath Capital Management provides professional investment management services on a discretionary basis to individuals, non-profit organizations, tax-exempt funds, and businesses. Based in Bloomfield Hills, Michigan and founded in 1997, Heath Capital Management focuses on a risk-sensitive investment philosophy called 'participate and protect.' The firm builds diversified portfolios by selecting stocks using a bottom-up approach that targets low-valuation companies with strong fundamentals and positive business momentum. Heath Capital Management manages equity, fixed income, balanced, and specialty portfolios tailored to each client's investment objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees are payable quarterly in advance. Heath Capital Management reserves the right to negotiate and charge different fees based on the totality of the client relationship.