A complete list of active advisors currently associated with Heritage Capital Partners,Inc.

Warmer can help you find a great advisor at Heritage Capital Partners,Inc. or one who fits your needs even better.

Heritage Capital Partners provides discretionary portfolio management and financial advisory services to individuals and, unusually for a firm of its size, also to charitable organizations and corporate/business clients as noted in its Form ADV. Like many independent advisers, it generally charges fees based on a percentage of assets under management and tailors services to client needs. The firm emphasizes customized, discretionary strategies and states it will adjust or add to core strategies to meet specific client objectives. The brochure also discloses the use of derivatives within separately managed accounts and notes that the firm does not participate in wrap fee programs. What is distinctive is the combination of a small client roster and an uncommon client mix that includes both charities and businesses, which can support more bespoke engagement than is typical among peers. The use of derivatives in separately managed accounts is atypical for independent advisers of this size and suggests the firm may employ hedging or synthetic exposure techniques within customized mandates.

To learn more about the advisors currently working at Heritage Capital Partners,Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Loy Thompson III	Charlotte, NC	22

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