HERITAGE CAPITAL MANAGEMENT, INC.

Overview

Heritage Capital Management, Inc. is a small independent advisory firm that focuses on portfolio management for individuals and small businesses. The firm runs predominantly discretionary relationships and constructs client portfolios around pooled public vehicles rather than direct-stock portfolios. Its client base spans individual and family clients and institutional relationships, and its fee model includes assets-under-management fees along with hourly and other charge arrangements. Investment activity centers on public funds and mutual funds as the primary building blocks for client portfolios. Heritage appears to prefer model-based or fund-centric allocations, targeting diversified exposure through mutual funds rather than concentrated individual equity positions. The firm is not identified as an active ESG investor and does not indicate multi-state or pension consulting as core activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices