Services offered through Heritage Investment Services

Services We Offer:

Whether you are just getting started in the investment world or are an experienced investor with a complex portfolio, I would welcome the opportunity to put my expertise to work for you.

Investments

Whether you need help with an IRA, trust, personal or business investment; HIS is ready to help. We offer a variety of investment vehicles from which to choose:

Separately managed accounts
Mutual Funds
Exchange Traded Funds (ETFs)

Retirement Planning

Planning ahead for retirement is a common investment objective. HIS will work with you to analyze your current assets and future needs.

Philanthropy

We believe that investing in our community is as important as investing in securities. With that in mind, we will work with you to analyze the best methods to distribute charitable donations.

To everything there is a season, a time for every purpose under heaven. Ecclesiastes 3:1

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.

Copyright © 2009 Heritage Investment Services