About us

Our story

Blue Heron Investing was established to manage our family's evolving investment needs in an era of rapid financial transformation. Recognizing that traditional wealth management approaches may miss critical opportunities in digital financial infrastructure, we formed this office to pursue both conventional and emerging investment strategies.

Our focus centers on the fundamental shift occurring in financial markets: the modernization of core financial infrastructure through blockchain technology, tokenization, and digital asset platforms. We believe this transformation represents a generational opportunity for those positioned to participate thoughtfully.

Our approach

We don't simply follow technological progress—we shape our investment strategy around it. Our approach combines time-tested wealth management principles with carefully evaluated exposure to the digital financial infrastructure that is redefining how value is created, stored, and transferred.

We combine disciplined investment principles with strategic exposure to the companies and projects building tomorrow's financial system. Our investment horizon balances near-term opportunities arising from rapid market evolution with long-term positions in foundational technologies.

Rather than speculative trading, we focus on identifying and accessing institutional-quality opportunities in digital financial infrastructure— the foundation of the modernized financial system that institutional investors and family offices are beginning to recognize as essential portfolio components.