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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.
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
President and Chief Investment Officer
Heritage Capital, LLC
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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.
HC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. HC's web site is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the HC's web site on the Internet should not be construed by any consumer and/or prospective client as HC's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
Any subsequent, direct communication by HC with a prospective client, shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of HC, please contact the SEC and/or the state securities law administrators for those states in which HC maintains a notice filing.
A copy of HC's current written disclosure statement discussing HC's business operations, services, and fees is available from HC upon written request. HC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to HC's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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© 2013 Heritage Capital, LLC.