A complete list of active advisors currently associated with Heritage Investors Management Corp
Warmer can help you find a great advisor at Heritage Investors Management Corp or one who fits your needs even better.
Heritage Investors Management Corporation provides investment management and financial planning to a broad set of clients, including individuals, IRAs, pension and profit‑sharing plans, trusts and estates, endowments, foundations, donor‑advised funds, charities, and corporate and partnership accounts. The firm typically charges asset‑based advisory fees and offers portfolio management services for both individual and institutional relationships. The firm tailors portfolios to each client’s risk tolerance, tax situation, age and income, emphasizing diversified holdings of U.S. stocks, bonds and exchange‑traded funds and generally pursuing long‑term purchase strategies while only infrequently employing margin, short sales or options with client consent. Accounts are usually managed on a discretionary basis, reviewed daily by portfolio managers, and accompanied by monthly performance reports and quarterly statements; Heritage also acts as a fiduciary when advising on retirement rollovers. Noteworthy aspects include a long operating history (founded 1974) and an asset base—about $4.6 billion across roughly 680 client relationships—that is large relative to the firm’s seven advisors, yielding an unusually high AUM‑per‑advisor profile and a stated $2 million typical minimum for new relationships. The firm also engages an independent surprise audit of custodied assets, generally avoids sales‑based compensation and mutual‑fund purchases unless directed, and staffs its investment team with multiple credentialed professionals (CFA/CPA/CFP) involved in trade oversight and compliance.
To learn more about the advisors currently working at Heritage Investors Management Corp, 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 |
|---|---|---|
Bethesda, MD
| 35
| |
Bethesda, MD
| 8
| |
Bethesda, MD
| 30
| |
Bethesda, MD
| 23
| |
Bethesda, MD
| 17
| |
Bethesda, MD
| 35
| |
Bethesda, MD
| 9
|
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