Heritage Wealth Management, Inc./texas

Investment Strategy

Heritage Wealth Management provides tailored investment advisory services including financial planning, portfolio management, and access to educational seminars. Its approach incorporates traditional portfolio management, option-enhanced strategies (such as OsoToro and Tax-Sensitive Oso Toro), and private placement strategies, which may include alternative investments like private placements. The firm manages accounts primarily on a discretionary basis, continually monitoring and rebalancing portfolios to align with each client’s objectives, risk tolerance, and personal circumstances. At times, Heritage may recommend independent third-party advisers if beneficial. Their investment vehicles span mutual funds, ETFs, individual stocks, bonds, alternative investments, options, and insurance sub-accounts.