Investment Management

Before investing, it’s important to discuss your overall financial goals—what’s the purpose of the investment, how much liquidity you need, and what expectations you have. With these goals in mind, Heritage Trust tailors an investment plan with strategies and tactics to meet your unique needs.

We truly believe your long-term success outweighs short-term gains. Staying grounded, disciplined and diverse is how you deepen your financial stability and ultimately flourish. That’s why Heritage’s investment management services are rooted in THREE CORE beliefs:

  • DIVERSIFICATION – diversification reduces risk and enhances return
  • DISCIPLINE – discipline prevents emotional errors
  • CONTROL FEES – fees, expenses, and timing of tax gain/loss recognition are the only controllable components of investment returns