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 investment advisory and portfolio management services mainly for individual clients and also works with charitable organizations and corporate or business clients, a client mix that the brochure highlights as less common for similar independent firms. The firm reports managing roughly $78 million in discretionary assets for a small base of about 28 client relationships. Heritage delivers discretionary portfolio management and states it tailors its services and adjusts core strategies to meet specific client needs. The brochure indicates the firm may employ derivatives within separately managed accounts as part of its implementation approach. Compared with peers, Heritage’s combination of a concentrated client base that includes charities and business entities and its documented use of derivatives in SMAs is distinctive among solo independent advisers. The firm also notes it does not participate in wrap programs and emphasizes individualized, case-by-case adjustments to client strategies.
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 |
|---|---|---|
Charlotte, NC
| 22
|
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