Introducing the Personalized Private Credit Portfolio from Heron Finance

Providing Unprecedented Access to Private Credit

Our new portfolio provides unprecedented access to the growing private credit asset class.

We created the Personalized Private Credit portfolio to help investors generate high-quality yield, especially as market volatility remains a concern and the Fed reduces rates. 

Our investment team has developed a proprietary process to give investors exposure to hundreds of new loans on the Heron platform, all from institutional-quality private credit managers like Ares, Golub, Apollo, and more. 

The Personalized Private Credit portfolio provides investors with:

• Access to world-class fund managers who collectively manage $1 trillion-plus in assets and have 10+ years experience
• Exposure to high-quality private credit funds with 90%+ first lien senior secured loans
• Portfolio diversification across hundreds of loans and all 11 GICS sectors
• A low management fee — 1% with zero early withdrawal fees
• Yield targets of 7% to 12% net of fees based on an investor’s risk profile

A Proprietary Process to Personalize Portfolios

Much better than a simple 'fund of funds' approach, our proprietary process gives you personalized exposure to the slice of the world’s leading private credit funds that match your preferences.

This high-quality, diverse exposure to hundreds—and soon to be thousands—of senior secured loans provides investors with consistent passive income. As a fully automated solution, Heron uses an investor's personal risk profile to continually update your portfolio, so the loans always match your preferences.

Additionally, we don’t require a high minimum investment like traditional private credit funds. The end result is a more accessible, personalized high-yield private credit portfolio.

Previously, exposure to high-quality loans originated by leading institutional private credit managers was limited to the ultra-wealthy and institutions. You can’t find any of these funds on your typical brokerage account. Today, we’re excited to be changing that with the Personalized Private Credit portfolio, available to all U.S accredited investors.

Ready to invest in private credit?

See what your personalized portfolio looks like. 

Thanks for investing with Heron,

Mike Sall

CEO, Heron Finance