Heritage applies its research methods across a set of investment strategies designed to meet the needs of its clients. These strategies have goals that range across a spectrum from providing a high level of income to focusing on growth.
Investment decisions in each strategy are made through a framework of analytics which include macro-economic, company specific and technical variables. This disciplined process is designed to position portfolios to take advantage of new opportunities as well as manage risk.
The strategies at Heritage are designed and managed to generate absolute returns for clients rather than having concerns only for relative performance. This is critical in the process of building wealth through the dynamic of positive compounding.