True risk management
Too many people lose money when using professional financial advisors. It shouldn’t be that way. While the financial advisor doesn’t have a crystal ball, there are ways to manage risk to help avoid catastrophic losses. It requires more work, but it is possible with some thought and discipline. But most advisors, like most investors, are most familiar with offensive strategies. To protect your money, you need defense too.
At Heritage Capital, we’ll protect your money by employing defensive strategies, too, when necessary.
Also, we manage your money as if it was our own. Your future is important, so don’t accept less.
Learn more about our investment management.
Account Safety and Security
At Heritage Capital, we’re a Registered Investment Advisor. We act as your advisor, but we don’t physically take possession of your money and assets.
Instead, this is all handled in accounts in your name with large, established custodians (such as Fidelity Investments). These companies have advanced security to help ensure the safety of your accounts.
You’ll also receive separate statements from these custodians, which is an important protection from fraud.
This double-check system is always a good policy to keep your money safe.