Mike Sall

Portfolio Diversification Beyond Stocks and Bonds: The Value of Private Credit

Portfolio Diversification Beyond Stocks and Bonds: The Value of Private Credit

With global stock and bond markets facing ongoing uncertainty, accredited investors and RIAs are looking to other asset classes to help diversify portfolios and generate reliable income.

Heron Finance Adds 8 Leading Private Credit Funds to Platform: Blackstone, KKR, T. Rowe Price, & More

Heron Finance Adds 8 Leading Private Credit Funds to Platform: Blackstone, KKR, T. Rowe Price, & More

Heron now offers investors and RIAs exposure to 12 leading private credit funds with over 3,000 loans from all 11 GICS sectors.

The Future of Investing in Private Credit Funds: Institutional-Quality Personalized Portfolios

The Future of Investing in Private Credit Funds: Institutional-Quality Personalized Portfolios

At Heron Finance, we believe the private credit market should be more accessible and more personalized to individual investor preferences. That’s why we created the Personalized Private Credit portfolio for U.S. accredited investors to gain exposure to institutional-quality private credit.

Introducing the Personalized Private Credit Portfolio from Heron Finance

Introducing the Personalized Private Credit Portfolio from Heron Finance

It’s an exciting day at Heron. We’re announcing our groundbreaking Personalized Private Credit portfolio—now available to all U.S. accredited investors.

Our Approach to Liquidity

Our Approach to Liquidity

Heron Finance seeks to improve liquidity for its investors. This article explores our approach to liquidity, redemptions and lockup periods.

How Much of Your Portfolio Should You Allocate to Private Credit?

How Much of Your Portfolio Should You Allocate to Private Credit?

Many investors in private credit want to know what percentage of their portfolio they should allocate to the alternative asset. This article leverages institutional investor allocations to derive an answer.