HERITAGE ASSET ADVISORS

Heritage Asset Advisors Ltd., LLP is a fee-only Registered Investment Advisor firm. We provide individuals, pension and profit sharing plans, trusts, estates, charitable organizations and business entities with investment advice and the ability to trade in individual debt and equity securities, mutual funds, index funds, exchange traded funds, options, and other eligible securities... In general, we use a flexible approach when making investment decisions. We believe no one area of the market will continuously outperform over time; in other words, the winners will rotate. Our advisors carefully monitor broad market conditions including valuation, the shape of the yield curve, and investor sentiment. We then use this information to determine which areas of the market are the most attractive. Our advice is also tailored to fit each individual client's risk tolerance, time horizon, goals, and expectations.

Also known as: Heritage Asset Advisors Ltd., Heritage Asset Advisors Ltd., LLP

Primary location: Houston United States