“Invest like an institution” is the philosophy of Heritage Financial Advisors. This mantra has three basic tenets:
- Transparency. Know how much you are paying in fees and what you are getting for it.
- Active and Tactical management. Taking advantage of market opportunities as they present themselves and identifying what could become future risks, and adjusting portfolios accordingly.
- Diversification. Adding non-correlated assets and investments to portfolios has proven to be an effective strategy to decrease risk and smooth out returns over time.1
