Heritage Wealth Management's Proprietary Asset Allocation Strategies
Heritage Wealth Management builds its portfolios on a foundation of high quality, stable dividend paying stocks, corporate and municipal bonds, exchange traded funds (ETFs) and options strategies intended to generate returns during different market cycles. Taking a strategic approach to portfolio management, the firm will also employ tactical techniques to take advantage of quick growth opportunities in anticipation of announcement of strong earnings.
Portfolios include:
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.
