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.