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 Latest Blog Posts:
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Invest For Tomorrow. Live For Today.


You've worked hard to build your net worth. Now it's time to start letting it work hard for you. And no one puts money to work for their clients better than the team at Heritage Capital.


Paul Schatz Dear Investor,

My name is Paul Schatz and I am the President and Chief Investment Officer of Heritage Capital, LLC, an award-winning personal investment management firm dedicated to growing portfolios and protecting the assets of individuals, trusts, and corporations.

As a 24 year industry veteran, I have survived and thrived during bull markets, bear markets, euphoric markets and despondent markets, always putting my clients’ best interests first.

And whether they're a large organization, or couples planning to retire or send their children to college, they all share one thing in common - they demand results.


Which is why they rely on me and my team here at Heritage Capital.

Our number one priority is to make money for our clients. And we achieve this through an exclusive Active Management Approach that helps you earn superior investment returns while minimizing exposure during market declines.

Customizing Your Investment Strategies


So what do I mean by an "Active Management Approach?"

We, at Heritage Capital, we're devoted to developing long lasting partnerships and relationships with our clients. We work side-by-side with you and customize our recommendations based on your unique financial goals and time horizon.

And where other firms simply hand your money over to mediocre mutual funds to sit and collect the fees, I have personally developed and manage ten of the firm's currently offered investment strategies-including the internationally known Relative Strength Sector, Short-Term Gold Equities and Global Asset Allocation Programs.

Instead of buying and holding, which exposes assets to undue vulnerability and volatility, our Active Management Approach repositions your assets as the financial markets change.

And by monitoring your investments 24/7, we're able to reduce volatility and vulnerability, making your long-term goals much more manageable.

Accessibility, Communication, and Performance


Now I know our clients can take their money anywhere they choose. And yet they've chosen us, which is something we refuse to take for granted.

In large part, this is due to the unrivaled accessibility and communication my team and I provide on a daily basis. It's just how we do business around here.

But more important than that, we deliver results. And when it comes to your tomorrow-the time to enjoy, achieve, and live life as you deserve-that's the only thing that matters.

To start a conversation with us about investing for your tomorrow, call (203) 389-3553.

I look forward to working with you!

To your financial success,

Paul Schatz

Paul Schatz
President and Chief Investment Officer
Heritage Capital, LLC



Paul Schatz National Association of Active Investment Managers         Paul Schatz Wiser Adviser
Paul Schatz - Paladin Watchdog financial planner financial advisor investment managers - Paladin Registry
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Heritage Capital, LLC (HC) is a state of Connecticut registered investment adviser located in Woodbridge CT. HC and its representatives are in compliance with the current filing requirements imposed upon state registered investment advisors by those states in which HC maintains clients.

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