Heritage Asset Managers, Inc.

Heritage Asset Managers is a registered investment adviser that provides discretionary portfolio management and investment advice to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, charitable organizations and corporate clients. Services focus on equity, fixed income and combined portfolios, and the firm will also serve clients on a consult-only basis if requested.

The firm constructs customized portfolios that emphasize diversification and cost efficiency, typically implementing equity exposure through index funds, ETFs and mutual funds while managing fixed-income needs with laddered, investment-grade individual securities matched to client cash-flow objectives. Heritage’s process combines macroeconomic and issuer-level analysis, ongoing monitoring with quarterly reviews, and the use of a primary custodian and trading platform while retaining discretion to direct trades to other brokers when appropriate.

Heritage is relatively small by client count—managing roughly $83 million for fewer than 30 client relationships—which results in higher average account sizes and individualized portfolio construction compared with many peers. The advisory team includes multiple CFA charterholders, the brochure discloses historical regulatory and arbitration matters involving one supervised person from the late 1980s and early 1990s that the firm describes as historical, and the firm does not vote client proxies (clients retain proxy voting responsibility).