“Remember to celebrate milestones as you prepare for the road ahead.”– NELSON MANDELA
Heritage Update
Market Volatility
After a very calm 2017, volatility has returned to the markets this year. Now, as always, it is critical to have a well-formulated investment plan in place and to remain focused and disciplined. At Heritage, our investment approach has consistently been careful, patient, and unemotional. We take advantage of the long-term returns the market has to offer, and that has allowed our clients to reach their financial goals.
Celebrating 25 Years
The month of May marks Heritage’s 25th year in business. As we celebrate this milestone, we thank everyone who has been part of our history. We promise a continued commitment to excellence as we look forward to the next 25 years.
Relationships Matter
Heritage is a family-owned and family-oriented firm. We all share a love of family and the communities in which we live. We are fortunate to have forged lasting relationships with the people we work with, and most importantly, the clients we work for.
Employee Profile
Frederick R. MacLean, Jr., CFA, MBA, CFP®
President and Partner
Fred MacLean, Jr., President of Heritage Investment Group, co-founded the firm 25 years ago along with his parents, Fred and Sherry MacLean. For the past 25 years, Fred has seen Heritage serve hundreds of families and grow to over $1 billion* in assets under management. He has built Heritage on a solid investment process with a singular focus on real results, superior client service, and a commitment to the highest standard of ethics. Fred is very active in the Lighthouse Point community, and serves on a number of local boards and charitable organizations. Fred, and his wife, Laura, have two grown children and enjoy boating, golf, and travel.