About Us
Stewards of Wealth
Heron Bay Capital Management was formed in 2020 with the goal to build a fee-only wealth advisory firm that was independent in ownership and thought, to provide the best investment opportunities and advocacy for clients. The team deploys institutional-quality, proprietary equity investment strategies to serve private clients and institutions.
The heron is independent, patient, effective, graceful and adaptive. Team members exhibit these characteristics every day.
Our Story
Gerald "Gerry" Seizert had a 40-year career in finance, successfully leading and growing numerous investment organizations. Five years after selling Seizert Capital Partners, Gerald and Paul Seizert formed Heron Bay Capital Management aligned to the purpose of serving multigenerational wealth with a multi-generational team using proprietary investment strategies focused on owning high-quality businesses purchased at attractive valuations.
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After Heron Bay's formation, other investment professionals were eager to join the firm for autonomy, independent thought, and alignment to clients. As the firm has grown, we have added specialized talents that continue to separate the firm from competitors. Every team member shares the mentality that Heron Bay is their last job. We are fortunate to align our efforts to serve clients through our unique lens as entrepreneurs, business analysts, pragmatists, and portfolio managers. ​
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Our Approach
​Heron Bay's offering is unique relative to the traditional brokerage model:
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We specialize in stock selection and investment management.
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We are independent and utilize a fact-based investment approach.
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We do not sell commissioned products and do not layer fees.
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We invest our family capital the same way.
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We act as fiduciaries.
Our Value
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We specialize in stock selection and investment management.
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We are independent and utilize a fact-based investment approach.
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Our risk management framework is multi-faceted, balancing diversification with concentration.
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We do not sell commissioned products and do not layer fees.
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We invest our family capital the same way so that we are aligned with clients.
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We have competitive fees.
