“No legacy is so rich as honesty.”

Heritage Update

Don’t Let the News Get the Best of You

Markets will always have their ups and downs. Employing an investment process that is objective and unemotional allows a higher level of comfort and a greater ability to withstand significant market fluctuations. Heritage employs a specific investment process based on discipline and objectivity; this has served our clients well over many market cycles, regardless of the headlines.

Heritage Salutes the Military

Heritage Investment Group employees, their families and close friends were pleased to be part of a national campaign led by the Daughters of the American Revolution to collect the most letters sent to active duty troops in one month. The DAR collected 100,904 letters to set a Guinness Book World Record. Heritage thanks all those who are currently serving in our armed forces, their families, and our veterans, for their service and sacrifice.

Summer Interns

Heritage summer internships give students the opportunity to learn about client service excellence and the financial services industry. We wish our interns, Mason Anderson (Univ. of Florida,) Arno Barre (Am. Business School, Paris) and Madeline MacLean (Rollins College) success in the upcoming school year and in their future endeavors.

Employee Profile

Tracy McCarver

Tracy McCarver

Director of Trading and Operations and Partner

As a Partner and the Director of Trading and Operations, Tracy has been an integral member of the Heritage team since 2003. For the past year, she has been spearheading an effort to migrate all trading and portfolio management systems to a new platform allowing greater ease of use and efficiency for our team, and more importantly, for our clients. In her free time, Tracy can often be found hosting game night for friends. A lifelong Lighthouse Point resident, Tracy lives in town with her husband, Ian and daughter, Katie.