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Portfolio Management

“Invest like an institution” is the philosophy of Heritage Financial Advisors.  This mantra has three basic tenets:

  1. Transparency.  Know how much you are paying in fees and what you are getting for it.
  2. Active and Tactical management.  Taking advantage of market opportunities as they present themselves and identifying what could become future risks, and adjusting portfolios accordingly.
  3. 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







1There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.