Multi-class Investment Management

With each investor possessing distinct investment preferences, Family Heritage Trust utilizes a multi-class investment management approach that is customized to the clients' specific rate of return expectations and tolerance for risk. This "one size does not fit all" investment service is guided by time-proven decision-making processes to assure your portfolio is definitely managed to your needs and financial security. Client portfolios are efficiently diversified among common stocks, bonds and money markets for the benefit of year-to-year consistency of return and to minimize the prospects of capital loss. Our investment management service is guided by a core proposition that "our client success is aligned with our business success." This means that if you do well, we will do well resulting in alignment of mutual interests.