“Investing is simple, but not easy.”

Heritage Update

Discipline Works:

Discipline is important when you are navigating the capital markets. The investment process that Heritage employs is deliberately built on a solid foundation that recognizes the value of a rational, objective approach. Markets may be unpredictable, but results don’t have to be.

Industry Alliances:

Fred MacLean, Jr., President of Heritage Investment Group, spoke at a recent meeting of the Estate Planning Council of Broward County. That meeting was attended by a number of local professionals and HIG portfolio manager Craig Chuang, who is a current board member.

’Tis the End of Season

We would like to extend our best wishes to all those clients who are leaving Florida for the summer. Travel safely and we look forward to your return next season.

Employee Profile

Craig Chuang, CFA, CFP®

Craig Chuang, CFA, CFP®

Wealth Manager

Craig has been with Heritage for 10 years and as a Portfolio Manager, works directly with clients on all aspects of their investment and financial planning needs. Craig joined Heritage because of his conviction in the investment process the firm employs as well as the firm’s emphasis on client service excellence. Craig makes his home in north Miami and is a current board member of the Estate Planning Council of Broward County. In his free time, he enjoys exploring new restaurants in the Miami area and spending time with his two young boys.