Why Consider Heritage Capital Management?
We are Independent
Our only business is money management. We are privately owned and are not influenced by corporate parents or shareholders. Our decisions are based solely on our clients’ needs without conflict of interest.
We are Fee Only
HCM does not receive compensation from any commissions or commission-based products including stock trades, mutual funds, annuities, or insurance. All revenue is derived from the investment advisory services we provide.
We Focus on Managing Risk
One of the primary focuses of our work is to manage the risk–reward environment of the market. In short, our objective is to keep accounts “in-line” with market conditions at all times.
We Focus on the Leaders
In the investment selection process, our objective is to "own the best and ignore the rest." We incorporate an adaptive leadership strategy, which is designed to keep portfolios focused on market leaders in terms of individual stocks, asset classes, regions, and sectors.
We are an Experienced Team
Heritage has a wealth of money management experience. Our chief investment officer has more than 23 years experience on the “firing line” – managing accounts in real time for clients through both good times and bad.
We Offer Three Types of Management Programs
Heritage Capital offers three different types of investment management programs:
We Believe in Communication
Finally, we believe that the degree of success you experience with our firm is directly proportionate to your understanding of the goals and objectives we strive to achieve. Toward this end, we provide an abundance of reports designed to keep you up to speed on the markets. Click Here To Receive Reports direct via email.
