“The secret of success is making your vocation your vacation.”

Heritage Update

Investing Wisely

At Heritage, our research and insight have concluded that one of the most effective ways to invest is to focus on a rules-based, unemotional approach that uses the power of the markets to generate returns. Over many market and political cycles, we have met our clients’ goals and helped them to build wealth over time.

Industry Recognition

Heritage Investment Group is proud to announce that for the second time it has been named to the Financial Times 300 Top Registered Investment Advisers. The list recognizes the top independent registered investment advisory firms from across the US.

Relaxing in the Summertime

Summer may be the time to relax, but while you’re taking a break, your investments should be working hard for you. A well-structured portfolio designed specifically around your objectives continues to provide peace of mind while you take time out to enjoy the summer!

Employee Profile

Tamara Zamora

Tamara Zamora

Operations Associate

Tamara joined Heritage in 2015 as part of our operations team. She enjoys working with our clients and supports portfolio managers in our regional and main offices. Tamara’s big news is that she was married earlier this year. She and her husband (and their dog Bruno) also just purchased their first home. Congratulations Tamara!