(800) 421-4184
(727) 567-8143

Who is Heritage?

Our History.
Our Philosophy.
Our Commitment to You.

Founded in 1985, Heritage currently manages more than $9 billion in assets for individual and institutional clients through a diverse family of open-end mutual funds.

“The Intelligent Creation of Wealth” is our investment philosophy at Heritage. We attempt to deliver superior long-term performance while employing consistent, conservative investment management strategies.

Heritage emphasizes consistency in our funds’ investment objectives. We remain dedicated to operating within the original parameters of each fund’s investment style, regardless of the fund size or the action of the market as a whole. We maintain consistency to ensure the benefits of asset allocation. It is important that our investors understand the basic strategies we employ in managing their portfolio and that we stick to these strategies.

Our funds’ consistency in investment objectives is complemented by a conservative approach in selecting investments for our portfolios. Conservative, by our definition, means we should always consider the risk-reward tradeoffs in managing our clients’ investments. Though our portfolio managers may occasionally make investments that do not perform as well as we would like, we are committed to the idea of helping investors to reach their long-term investment goals by following our consistent, conservative management strategies.

Heritage has developed strategic alliances with nationally recognized money management firms that share our commitment to clients. Alliances include Goldman Sachs Asset Management, Western Asset Management, Alliance Capital, Julius Baer Investment Management, Eagle Asset Management, Eagle Boston Investment Management, and Thornburg Investment Management. These highly regarded firms provide the portfolio managers for our funds.

We believe in seasoned professional management. Our portfolio managers average over 20 years of investment experience and 12 years of money management experience.

Our firm is committed to the financial well-being of our clients. We are grateful that you have taken the time to learn more about us. Please feel free to contact our Client Services Department at (800) 421-4184 ext. 73550 if you have any questions about Heritage Family of Funds.

For more complete information about any Heritage mutual fund, including the investment objectives, risks, sales charges and expenses, please download or call (800) 421-4184 for a prospectus that contains this and other important information.  Please read the prospectus carefully before you invest or send money.

Heritage Fund Distributors, Inc., Member FINRA.  Investments are not FDIC-insured nor are they deposits of or guaranteed
by a bank or any other entity.  May lose value.

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