Our Long-term Investing Strategy
Our approach to asset management is informed by three specific theories: Efficient Market Hypothesis, Modern Portfolio Theory, and the Three-Factor Model.
No investment strategy can guarantee that you will always gain and never lose money - disappointments happen in investment markets just as they do in life. But there is much that we can do to help ensure that your investments bring you the future that you envision. At Heritage Investors, we base our approach 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. We believe that by leaning on some of the brightest minds in economics and the financial industry, we have created a proven, intellectually sound approach to making the most of your assets.
Schedule a meeting...
If you have questions about how our investing strategy can benefit your finances, schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™.