Fred Heegan

As a Portfolio Manager & Trader, Fred specializes in asset allocation, investment research, trading, and model implementation. With five years of experience in the financial industry, he focuses on developing and executing investment strategies designed to align with each client’s unique goals and long-term financial plans.

A graduate of Hillsdale College (Class of 2021), Fred takes pride in his strong academic foundation and analytical approach. He enjoys conducting in-depth research and presenting clear, thoughtful insights that help guide sound investment decisions.

Outside of work, Fred enjoys playing tennis and golf.

Fred performs internal portfolio management functions and does not directly offer securities and advisory services.