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Investing for Tomorrow with Heritage Capital, LLC
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Heritage Capital focuses on protecting and
growing investment principal for individuals, foundations, trusts and
corporations that have entrusted their savings and future with us.
With more than $100 million in collective assets over the years.
Paul Schatz, President and Chief Investment Officer of Heritage Capital, LLC (HC),
in Woodbridge, CT, developed and manages all eight of the
firm's currently offered investment programs.
Paul brings an increasingly high tech approach to investing by enhancing all of
the firm's investment models and data monitoring using sophisticated computer
programs. Heritage Capital is a Registered Investment Adviser with the State of Connecticut.
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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.