February 29, 2016
Hands on Investing

Hands on Investing – Financially Simple

Hands on Investing  At Heritage Investors, we believe you should spend your time enjoying life, not worrying about your investments. To help ensure that you are confident with your investment strategy, we focus heavily on collaboration, education, and regular contact. By collaboration, we mean simply that we design your portfolio together, based on your goals, your values, and your emotional state. Unlike many large financial advisors, we don’t try to fit you into a selection of predetermined investment strategies. You will see how we focus on education both in the materials we send out—including monthly educational newsletters—and in our personal contacts. You may find the world of investing to be nerve-wracking, but it will be less so the more you know and understand. We arm you with knowledge. By regular contact we mean just that. The two biggest frustrations in our industry are from clients who never hear from their advisors and advisors who don’t return phone calls. We don’t let that happen. We meet with each of our clients face-to-face at least once a year, although it’s more likely to be two or three times a year. If you’re out of state, we come to you. Some of our clients are […]
February 17, 2016
How to Design an Investment Portfolio

How to Design an Investment Portfolio

How does a CFP(R) think about portfolio design.