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Heckman Global Advisors

Heckman Global Advisors (HGA) provides institutional investors with global equity allocation research, consulting and portfolio modeling services. Our focus is on a disciplined, model-based approach to asset allocation at the country, regional, sector and industry levels.

Founded in 2002 by Dr. Leila Heckman, HGA serves a diverse set of premier money managers, institutional investors, hedge funds, and private equity investors throughout North America, Europe, Asia, and Latin America. The senior portfolio management team began their working relationship in 1994 at Salomon Smith Barney and for nearly a decade have developed and refined their proprietary approach to country allocation among developed, emerging and frontier markets as well as global sectors. During her Salomon Smith Barney tenure, Dr. Heckman was ranked #1 or #2 in Asset Allocation in Institutional Investor's Global Teams survey in 1999 through 2002.

HGA provides its research results in the form of monthly publications and dynamic interactive models, both of which are available on a subscription basis. Learn more »





Award-Winning Research
Leila Heckman, Ph.D., Head of our International Equity Team, was ranked #1 and #2 for asset allocation in Instituional Investor's Global Teams Survey for 4 years in a row.

The Roosevelt Investment Group, Inc. is an independent investment management firm that is not affiliated with any parent organization. The Roosevelt Investment Group, Inc. manages domestic equity, international equity, domestic fixed income, global fixed income, and balanced assets for primarily U.S. clients. The Roosevelt Investment Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

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