Services & Products
Investments
Heritage Investment Partners, LLP is a comprehensive financial services firm offering a full spectrum of investments. We are compensated for our services on either a fee or commission basis depending on our client’s needs and preferences.
- Professionally managed asset allocation models
- Mutual funds
- Exchange Traded Funds
- Unit Investment Trusts
- Structured Products
- Separately Managed Accounts
- Alternative Investments
- Private Equity
- Hedge Funds
- Managed Futures
- Real Estate Investment Trusts
- Business Development Corporations
- CD's
- Municipal and Corporate Bonds
Financial Planning
- Retirement Planning
- Income Planning
- Estate Planning
- Insurance Planning
- Asset Allocation Analysis
- Risk Management and Portfolio Stress Testing
- Corporate Retirement Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Fixed Annuities
- Variable Annuities
Additional Services
As a Registered Investment Advisor (RIA) we also offer our clients advice on either a flat-fee or hourly fee basis depending on the nature of the engagement.