Heritage Asset Managers, Inc.

Overview

Heritage Asset Managers, Inc. is a small, owner-operated advisory firm that focuses on discretionary and non-discretionary portfolio management for individual and family clients as well as institutional and business accounts. The firm’s stated preference is equities, and most of its deployed capital is held in exchange-traded public equities and related vehicles. Fee arrangements include percentage-of-assets-under-management plus other fee types, and the firm does not position itself as an active ESG investor. Advisory services emphasize traditional portfolio management rather than specialized pension consulting or multi-state advisory operations. Heritage allocates client assets across separately managed accounts and pooled mutual fund positions, with external managers engaged where the firm requires capabilities it does not manage in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices