Heritage only transacts business in states where it is properly registered,
excluded or exempted from registration requirements.
Different types of investment involve varying degrees of risk, and there
can be no assurance that any specific investment will either be suitable or profitable
for a client’s investment portfolio. No client or prospective client should
assume that any information presented and/or made available on this Website serves
as the receipt of, or a substitute for, personalized individual advice from the
adviser or any other investment professional.
Historical performance results for investment indexes and/or categories generally
do not reflect the deduction of transaction and/or custodial charges or the deduction
of an investment-management fee, the incurrence of which would have [the] effect
of decreasing historical performance results
As prescribed by rule 204-3(c) of the Investment Advisors Act of 1940, Heritage
hereby offers to deliver, without charge, a copy of its brochure (ADV Part II)
upon request.
