Our Process

At Heritage Investors, we have a clearly defined process for identifying your financial goals and working toward them.

The first phase is an introduction. During this time we will review the roles each of us is to play, and we will explain our fees. We will also review your financial situation, discuss your short- and long-term financial goals, and address your feelings toward financial risk.

In the development phase, we will design a portfolio for you and present you with both our recommendations and your alternatives.

Once we have agreed on your investment strategy, we will move to implement your financial plan and monitor your portfolio.