Our Financial Planning Process
When it comes to choosing a financial planner, we know you have choices. We only consultant with a limited clientele, a smaller client base. This means more time for you. We learn who you are, your financial goals, and work tirelessly to achieve them. Our job is to help you design a strategically-built plan, and consistently guide you through the years of growth. We cannot promise perfection, but we can promise sound advice. Our goal-oriented strategy goes beyond managing investments.
We are not a set-and-forget firm. If we see changes to the plan are needed, we will consult with you. And if you have changes in your life affecting your plan, we modify the strategy to maximize the overall outcome.
Our approach to investment 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 portfolio.
Schedule a meeting...
If you are ready to unleash the power financial freedom, then schedule a meeting with one of our team members.