Heritage strives not only to excel in its investment approach but also in how clients are served. The goal is to deliver a boutique feel for how clients are treated through a relationship focused on responsive, insightful and honest interaction with a personal touch.
Within this boutique approach, Heritage delivers a comprehensive suite of client service capabilities relating to client accounts and features. Heritage, as an Independent Registered Investment Advisor, executes its investment strategies on Fidelity's Institutional Wealth Services Platform. This not only provides security and integrity for client accounts since their capital is managed through the technology and infrastructure of one of the strongest financial institutions in the world, but also enables Heritage to meet a wide variety of potential needs by its clients.
This combination of personalized attention backed by the capabilities and security of a strong institution is the formula for Heritage's focus on serving its clients well.