Our Firm:
Heritage Asset Advisors Ltd., LLP is a fee-only Registered Investment Advisor firm. We provide individuals, pension and profit sharing plans, trusts, estates, charitable organizations and business entities the ability to trade in individual debt and equity securities, mutual funds, index funds, exchange traded funds, options, and other eligible securities without incurring separate brokerage commissions or transaction charges. In addition to our investment advisory services, we are pleased to offer our clients comprehensive goal analysis and financial planning.
Our Philosophy:
In general, we use a flexible approach when making investment decisions. We believe no one area of the market will continuously outperform over time; in other words, the winners will rotate. Our advisors carefully monitor broad market conditions including valuation, the shape of the yield curve, and investor sentiment. We then use this information to determine which areas of the market are the most attractive. Our advice is also tailored to fit each individual client's risk tolerance, time horizon, goals, and expectations.
Our Staff:
Other members of our firm include Rebecca Frazier, Amy Garza, Laura Smith, and Katie Tennent. All are Registered Investment Advisor Representatives. Rebecca and Amy have each worked with Pat in the financial services industry for over ten years, while Laura and Katie have been with the firm since 2009.
As of May 2012 , we are pleased to announce that Laura has completed the requirements to join Pat as a CERTIFIED FINANCIAL PLANNER™ professional. For more information about the CFP® certification program, please view our Frequently Asked Questions.
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