Investment Services

With markets at historic highs, interest rates on the rise and volatility becoming a new normal, it can be a unique challenge to identify investment solutions appropriate for your portfolio—especially if you are at or near retirement.
At The Heritage Group, we are dedicated to providing investment options and recommendations to help you accomplish your financial plan, including short-term income needs as well as long-term growth objectives. No matter where you are on your road to retirement, our advisors will help you develop investment strategies that best fit your risk tolerance, time horizon, and goals, while guiding you toward your financial goals.

Managing Your Investment Portfolio

We offer low-cost, tax-efficient portfolio solutions rooted in broad market diversification built for investors at various risk profiles. With our proven investment philosophy, our investments rely on the efficiencies of the markets while applying fundamental principles to tilt asset allocation toward historically favored classes. Our investment services include:

Asset allocation
Financial statement analysis
Monitoring of existing investments
Portfolio strategy and implementation

As a team of holistic advisors, our investment services may also include financial planning and advisory services to coordinate your portfolio with your other assets and life goals.

Investing for Retirement

When it comes to investing for retirement, it’s critical that you have a target amount in mind for what you will need in those Golden Years. To help you reach your goals, our team will offer advice as you ask critical questions, including:

What is my monthly retirement income target?
How long will my retirement last?
What are all of my potential retirement income sources?
How much to invest for retirement?
What are my best options for investing for retirement?
Is my portfolio protected against extreme market volatility?