At Heritage Wealth Advisors we believe the Peace of Mind and Mutual Success we provide for individual clients can be equally applied to the non-profit community. We bring the same high level of individualized service to charitable foundations, endowments, and other non-profit organizations. The investment professionals at Heritage Wealth Advisors work with investment committees and decision-makers of these organizations to tailor an asset allocation specifically to meet the organization's goals. We work internally to manage annual funding needs through a total-return investment approach that allows for continued growth of the portfolio as well as production of income in line with spending goals.
Our investment advisory approach is centered around a portfolio allocation model that gives investors access to multiple asset classes including equities, fixed income, and non-traditional asset classes. This approach is designed to help preserve assets during down market cycles, minimize volatility and take advantage of opportunities when presented. Within each asset class we seek to utilize portfolio managers who have displayed consistent performance and risk characteristics. We strive to provide access through cost-efficient vehicles.
When appropriate we believe the use of non-traditional asset classes can add value and opportunity to the overall allocation. We recognize that liquidity management is important to the non-profit community and individual investors, therefore we have constructed an alternative to the use of traditional hedge funds. This alternative which provides daily liquidity can be used exclusively or in conjunction with traditional hedge funds. This approach is another manner in which we are able to reduce volatility, minimize portfolio correlations to broad market indexes, and access potential investment opportunities.
Heritage Wealth Advisors has a number of professionals who have the privilege to serve on the boards of non-profit organizations, as part of investment committees, or on the committees of private foundations. This experience and active involvement in the community allows us to better understand the complexity of managing these organizations and their commitments.
We look forward to collaborating with you or your organization and welcome you to contact us to learn more about our philosophies and approach to investment management.
