Heritage maintains relationships with industry leaders in the areas of fund management and account custody.  These relationships allow us to provide our clients with a seamless, integrated solution to all of their investment needs.

Heritage utilizes Charles Schwab as the custodian for the majority of our customer accounts.  The 19,000 employees of Charles Schwab provide low-cost custodial and brokerage services to over 8 million customer investment accounts nationwide.

Heritage has cultivated a relationship with Dimensional Fund Advisors (DFA), a money management firm guided by a team of economists representing the best academic institutions in the world, including the University of Chicago, Wharton, Harvard, Stanford, Dartmouth, and Yale.  DFA applies academic research to the practical world of investing, allowing them to structure globally diversified portfolios and to add value through engineering and trading.