Client Services

American Heritage is a full service property management firm that provides service offerings in a number of investment related areas. Whether you are a developer searching for investment management consulting, a homeowner who is shopping for homeowners insurance coverage, or are an investor who would like to have a market study done on a real estate investment you are considering, AHPM can help! We pride ourselves on providing excellent services to our clients, and are pleased to offer a wide range of consulting options.

Investment Management

Strategic Equity Investments, LLC offers innovative capital solutions and qualified sources of equity for multifamily, retail, industrial and commercial real estate investment opportunities. Whether you are an owner, investor, developer, end-user, or individual who wishes to invest in, develop or redevelop real estate, we can assist you in any number of ways.

From initial conception through successful completion, we offer clients a comprehensive and strategic approach to real estate investment, management and development.

With a focus on the diverse array of opportunities throughout the Mid-Atlantic, our sole focus is to maximize the value of your real estate assets and achieve your financial objectives.

Principal development and investment services include

Houses made of cash
  • Site analysis
  • Financial analysis
  • Local, State, and Federal funding
  • Development approval process management
  • Public / private partnership
  • Public relations and stakeholder engagement

Homeowners Insurance Services

Insurance policies and premiums vary widely. Our insurance services affiliate provides independent agents who can help you find the right insurance to protect the investment you’ve made in your home.Seasoned professionals will work closely with you to determine your insurance needs, then search among a carefully selected group of local, national and international insurance companies to find the best coverage at the best rates. They will analyze coverage and policy terms to make sure that you pay only for the insurance you need. Once you’ve made your choice, they will make sure that your coverage is in place in time for settlement on your home or investment property.

Products & Services

As a full-service insurance agency, our insurance services affiliate offers a comprehensive array of insurance products and services to help you protect your assets and safeguard your lifestyle. They offer products and services from companies that they have carefully selected for financial strength and responsiveness in the event of a loss. Many of these companies offer coverage options that are not available from our competitors. As a result, a full range of solutions can be provided, even for hard-to-insure risks such as coastal and investment properties and recreational vehicles.

Holding a house
  • Personal Lines to protect your assets and investments
  • Homeowners insurance
  • Renters insurance
  • Investment properties
  • Auto insurance
  • Excess liability policies
  • Boat/recreational vehicle insurance
  • Commercial Lines to protect your business
  • BOP
  • CPP
  • Liability
  • Building/Property
  • Equipment/Tools
  • Insurance Companies

Our insurance services affiliate represents insurance products and services from a carefully selected group of companies, chosen for their financial strength and responsiveness in the event of a loss. Click here to contact us for assistance.

Financial Analysis

American Heritage offers financial services to current and prospective investment property owners. AHPM can provide you with a market
analysis of your current investment property, or one you may be considering purchasing. As a result of our 30 plus years of real estate
experience in the Central PA area, we have amassed a thorough understanding of the real estate market, and how current conditions affect
the value of your property. We are a proud member of the Homesale Family of Companies, and have access to some of the brightest real
estate minds in the Mid-Atlantic Region.

Financial Analysis Services