HERITAGE ADVISORS GROUP, INC.

Overview

Heritage Advisors Group, Inc. is an independent registered investment adviser that primarily serves individual, family and select institutional clients. The firm combines financial planning and portfolio management for individuals and small businesses with periodic client communications, including published materials. Its business model is fee-based, using a mix of AUM fees, hourly charges and fixed fees. Heritage is structured as a corporation with individual ownership and manages nearly all client assets on a discretionary basis, indicating a hands-on approach to ongoing portfolio decisions. Investment activity centers on pooled public vehicles as the core of client portfolios. The firm favors mutual funds and similar public funds for broad exposure, and supplements those holdings with fixed income instruments and insurance products where appropriate. Heritage is not identified as an active ESG investor and appears to focus on conventional diversification, income generation and risk management rather than impact or ESG-driven mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices