Welcome to Heritage Investment Services
Our Mission
Heritage Investment Services (HIS) focus is investment management consulting.
HIS can help:
* Retirement Plan Rollovers
* Set up and Manage IRAs or Roth IRAs
* Selection of Mutual Funds or CDs
* Assist in manager selection and implementation
* Advise on retirement planning issues
* Consult on 401k Construction
Compliance Disclosure
HIS may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. HIS's website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, HIS does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication with a prospective client shall be conducted by a HIS representative or solicitor that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
In reference to any and all performance data that may be contained within this web site, historical rates of return may not be indicative of future rates of return, other methods may produce different results and the results may vary for different accounts and for different periods of time. Additionally, market and economic conditions could significantly change in the future producing materially different returns.
