Too many financial plans lack enough defensive strategies. Learn how our unique fee-only, fiduciary service helps you protect and grow your money so it's there for you when you need it most. The future is unpredictable, but many financial plans don't go far enough to consider the possibilities. What if things don't go the way we expect?
For over 30 years, we've been helping people like you thrive in retirement by prioritizing planning and risk control. Learn how we are here to help you create a 5-Step action plan for a more confident future. Instead of simplistic mutual fund strategies which can leave your money exposed, we use Active Management strategies and adjust your holdings as the financial markets change.
For over 30 years, we've been helping people like you thrive in retirement by prioritizing planning and risk control. Learn how we are here to help you create a 5-Step action plan for a more confident future. Instead of simplistic mutual fund strategies which can leave your money exposed, we use Active Management strategies and adjust your holdings as the financial markets change.
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Our Story
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Heritage Capital LLC's founder, Paul Schatz, loves investing. In his younger days, he worked on Wall Street, developing advanced strategies to generate strong investment returns and shield portfolios from loss. While the work was fulfilling, he was mostly helping the very wealthy, hedge funds, corporations, and institutions.
Our Team
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Paul Schatz, Founder, and President of Heritage Capital has a wealth of experience investing in equities, fixed income, options, and futures. While he is best. Thorkild Hansen has extensive experience developing advanced empirical and mathematical tools for analysis of large complicated data sets. Since 2005 he has worked with Paul.
About Us
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At Heritage Capital, we're different. Our number one priority is to make money for our clients. And we achieve this through an exclusive Active Management Approach that strives for superior investment returns while helping you minimize exposure during market declines. We're completely independent, so we don't have all the conflicts of interest you'll find at Wall Street firms.
What We Do
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Too many investors-and professional financial advisors, too-only play offense with investing. The problem is that the market goes down sometimes, too. If you only play offense, chances are you'll get caught out at some point, and it may set you back years (or even decades). We saw a lot of that in 2008.
Our Fees
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A big part of our long-term relationships is our commitment to transparency. It's important to us that you are very clear what our service costs, and what you get in return. Our fees are simple and transparent, one fee based on the amount of assets under management. Our fee includes unlimited support, so you'll never get an extra bill.
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