Non-profit Organisations

Whether your focus is on scholarships, charity, or some other worthy cause, Heritage Investors will work closely with you to ensure there are resources available to make you as effective as possible.

We believe in independence and transparency. This means not only that we have no professional relationships that would prevent us from acting independently and without reservation, but also that you needn’t take our word for it. You will know about all our affiliations.

We will work with your board to manage assets to assure adequate income or growth of your endowment. Many a nonprofit relies on the wise management of its investment portfolio; let us work with you to make a difference for years to come.

 

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Heritage Investor, LLC is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA/SIPC. Advisory services offered through Summit Financial Group Inc., a Registered Investment Advisor. The Representative associated with this site is registered to conduct business in the following states: TN, GA, FL, WV, MI, OK, VA

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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