The Growth strategy approach is one of thoughtful analysis of individual investments, and choosing those that the firm believes are most likely to produce an above-average rate of return. This analysis goes above and beyond overall market factors. Core Growth strategy investments are chosen for their potential to outpace other securities during the same period of time. While every investment has downside risk, core investments in this strategy have perceived larger potential for growth with downside risk that is estimated to be greater than the overall market. Like the Aggressive strategy, the composition of the portfolio as a whole, or the mixture of investments designed to generate the positive growth with the securities designed to mitigate the risk, is very important. Performance in this strategy is expected to be more volatile than the markets as a whole, but also have greater performance over a long investment period. Clients who are prepared for performance to have somewhat steep hills and valleys during a long investment cycle are most appropriate for this strategy.

There are no limits to the types of securities that may be placed in a strategy, or that Heritage Wealth Management may evaluate for a client or for inclusion in a strategy. However, investment types most typically include stocks, bonds, exchange traded funds (ETFs), mutual funds, options, and money market accounts.

Heritage Wealth Management Disclosures     
The strategies presented are not necessarily appropriate for any particular client or investor. Accordingly, any reader of the descriptions herein should not interpret the attached as investment advice. The descriptions discuss implied volatility and risk approximations of each strategy.  These are intended to be used for informational purposes only, as there is no guarantee that an investment using the strategy described will perform exactly as described for any given time period.  Different types of investments 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. 
All investments bear a risk of loss, including the loss of principal, that the investor should be prepared to bear
Past performance may not be indicative of future results. No current or prospective client should assume that the future performance of any specific investment, investment strategy (including investments and/or investment strategies recommended by the adviser), will be equal to past performance levels.