Welcome

Heritage Capital Management is an independent, privately owned, investment management firm. Founded in 1989, HCM is an SEC Registered Investment Adviser that manages client accounts on a discretionary basis.

Our management philosophy is based on two overriding principles. While there are never any guarantees in investing, our first goal is to "own the best and ignore the rest" in terms of stock selection and asset class allocation. In short, we strive to keep our portfolios focused squarely on the market's leadership.

Next, we believe it is vital to manage the risk associated with the stock and bond markets on an ongoing basis. Thus, our objective is to keep portfolios in-tune with the risk/reward environment of the overall market environment at all times. We strongly believe that strategies designed to reduce exposure to market risk during severe declines should be part of every investor’s portfolio.

We invite you to review our approach to the markets and our investment management programs.  And since we pride ourselves on personal service, if I can ever be of assistance, please do not hesitate to contact me directly.