“The way a team plays as a whole determines its success.”

Heritage Update

Consistency Hits a Home Run

The lazy days of summer are upon us and that means time to enjoy America’s favorite pastime. Baseball has the longest season of any sport with 162 games and consistency throughout the long season is the key to a shot at the pennant and a World Series ring. At Heritage, it has always been our philosophy that consistency is key; a consistent investment process with a long-term focus is the foundation of a winning investment strategy.

Wealth Management is a Team Sport

Some teams are built around star players, but the most successful organizations are those that emphasize teamwork and cooperation. At Heritage, we have talent in every area of our firm, and our commitment to serve our clients with an unselfish team approach has helped us to successfully grow our business for over 25 years.

It’s a Triple Play

For the third time, Heritage Investment Group is pleased to announce it has been named to the 2018 edition of the Financial Times Top 300 Registered Investment Advisors. The list recognizes top independent RIA firms from across the US.

Employee Profile

Timothy G. Slattery, PhD

Timothy G. Slattery, PhD

Chief Investment Officer and Partner

Tim Slattery is a partner at Heritage and as the firm’s Chief Investment Officer he has led our Tampa office since 2002. Tim’s work at Heritage is driven by his passion for investment theory and his commitment to his clients, which spans 22 years in the investment business. In addition to his background in academic finance, Tim also has a PhD in philosophy, and he periodically serves as a part-time adjunct professor of philosophy, most recently at the University of Tampa. Tim’s other passions include travel, college football, and spending time with his wife and two young children.