Cary Baronian, Partner & Managing Director of Investments, and Kaitlyn Kocuba, Director of Portfolio Management finally slow down long enough to record the conversation they’ve been having for years, how thoughtful portfolio management creates lasting results.
In this episode, Cary and Kaitlyn explore:
- When realizing capital gains preserves long-term value
- How tax-aware execution enhances after-tax returns
- How strategic charitable giving elevates both impact and tax efficiency
If you’ve ever wondered what Heritage is doing behind the scenes to optimize your portfolio, this candid conversation is your front-row seat.
Disclosure: Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance. These materials are provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities.
