Our Long-term Investing Strategy
Heritage Investors operates on a philosophy that is rooted in education and patience. We believe in the value of hard work and we apply that to our market research and analysis practices. In conducting our own due diligence, we can approach long-term investments with a strategy that is much more likely to weather market fluctuations and uncertainty. Likewise, the team at Heritage Investors believes that patience is a virtue. By removing emotion from the purchase and sale of stock, our clients stand the best chance of seeing their long-term investments appreciate.
Our approach to asset management is informed by three specific theories: Efficient Market Hypothesis, Modern Portfolio Theory, and The Three-Factor Model.
There can be no guarantee that any given investment strategy will always be successful and never lose money. Disappointments happen in investment markets just as they do in life. However, there is much that can be done to help ensure that your investments bring you the future that you envision. At Heritage Investors, our investment approach is based on information, both the information that comes from an in-depth exploration of market fundamentals and the theoretical understanding that helps us make the most of those fundamentals. We want you to understand the theoretical framework that drives our investing approach and we believe that, by leaning on some of the brightest minds in economics and the financial industry, we have created a proven and intellectually sound approach to making the most of your assets.
Schedule a meeting...
If you have questions about how our investing strategy can work for your particular situation, schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™.