What is Our Portfolio Management Process?

The relationship begins with a phone call. Once we’ve had our initial phone meeting and agree that working with one another is in each other’s best interest, we begin the process.  Our Investment Portfolio Management process consists of two aspects: pre-management and the actual management of your portfolio. Pre-management is used to determine your goals, set expectations, and start building your accounts. Management is what happens behind the scenes once we’ve taken control. You can rest assured that we are building and managing your accounts according to the goals established in the pre-management process. We, at Heritage Investors, take our fiduciary obligation to our clients very seriously and we are always working with their best interests in mind.