investment portfolio management in Knoxville

What is Portfolio Management?

Creating an investment portfolio that has a predictable and desirable outcome is not a crazy stock market ride without rhyme or reason. It isn’t buying stocks and hoping for the best while attempting to time when to buy and when to sell. Investment Management here at Heritage Investors uses predictable models with data points showing "what you could expect if you do the following..."

Goal-based investing is essential to your financial future. That is why we take the art of investment portfolio management to a whole new level. We align the financial markets to your specific financial, tax, and risk management goals.  Our team works relentlessly, researching quality investments that we believe will garner you the highest possible returns with the lowest possible costs. Investment portfolio management is not just about today's returns, it is about driving toward attaining your future financial goals.


More Than Just Your Investment Portfolio

In addition to the Portfolio Management services that we provide, Heritage Investors is equipped to handle everything from your individual investments, trusts and retirement plans, to institutional assets. We believe that the best way forward is to align all of your assets and finances to work toward the same goal. When you partner with Heritage, you can rest in the knowledge that our dedicated team of Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ professionals are caring for all of your portfolio and personal needs.

However, building wealth is about more than managing your investment portfolio. With proper planning and the utilization of various tax strategies, you can minimize the transference of your wealth to others.

Your net worth is the cumulative total value of all of your assets and holdings. If you’re neglecting your largest individual assets (often a business or real estate) to focus solely on your investment holdings, you could be leaving a lot of money on the table. Heritage Investors has years of experience in managing our clients’ securities portfolios, but we are equally skilled in managing individual assets.

Are you making the most of your savings? Is your home mortgage eligible for tax deductions? Do you have enough protection to cover your expenses in the event that you can no longer work? These are just a few of the areas that Heritage Investors’ Comprehensive Wealth Management services can help you to reach your full financial potential.

Who Needs Portfolio Management?

Investment Portfolio Management is for individuals who trust and understand that there is value in an expert handling this area. It is NOT for the "do-it-yourself" person. Handling your own investments requires hours of research, constant market monitoring, and analysis, understanding investment technologies, the knowledge of how and when to course-correct with market changes, and the ability to detach your emotions from your investments. If that doesn’t describe you then Heritage Investors’ Investment Portfolio Management is for you!

We share the management philosophy of Berkshire Hathaway's Warren Buffett who once said:

"Lethargy, bordering on sloth remains the cornerstone of our investment style.”

Once the research has been conducted, build a strategy and stick to the plan. Seldom is there success in buying and selling based on a hunch or on knee-jerk reactions.  Instead, we utilize proven research surrounding Target Band rebalancing.


What is Target Band Rebalancing?

Simply put, target-band rebalancing is a tool that is used to ensure that your portfolio doesn’t become too heavy in one position or too light in another. The target-band monitors, purchases, and sells your stocks in real-time and it does so with razor-sharp efficiency.

Essentially, a target-band analyzes the various positions and sets a strategic target so that when the position reaches that target, the target-band automatically sells the position and buys another.

Ready to find out more?

If you are ready to let Heritage Investors take over your portfolio and drive it toward your financial goals, let's meet and get to know each other.