Heritage Investors’ Disclaimers and Disclosures
This website is a publication of Heritage Investors. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. The information in this material is not intended as tax or legal advice as the firm is not engaged in the practice of law or accounting. Please consult legal or tax professionals for specific information regarding your individual situation. The generalized information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.
None of the information provided on the website is intended as investment, tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement, recommendation, or sponsorship of any company, security, fund, or other offerings.
Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for the information, services, or products found on websites linked hereto.
Information on this website is directed toward U.S. residents only. Heritage Investors, LLC is registered as an investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Heritage Investors in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio.
Certifications, awards, and training are no guarantee of future investment success. Heritage Investors, LLC, is not affiliated with the organizations listed, and they should not be construed as endorsing the firm.