Investment Approach

Our clients are different and so are their investment strategies

At Heritage Way Advisors, we operate as a fiduciary and believe in working with our clients to gain a comprehensive knowledge of their personal and financial situations. We ask questions and analyze new clients’ existing assets, ultimately providing perspective and suggesting appropriate asset allocations and investment strategies to assist them in reaching their financial objectives.

Complex financial lives handled with expertise and respect

Many of our clients have complex financial lives and often feel they don’t have the expertise themselves to safely achieve the type of lifestyle they’d like to have in retirement. They want to see the big picture and are less interested in specific investment products or portfolio strategies. They want to feel comfortable with the level of risk they’re taking and the person they’re working with to help them manage their financial affairs and achieve their long-term goals.

We listen to our clients’ needs and goals and assess their tolerance for risk and desired returns before putting together an investment approach that fits.

Other benefits we bring to our clients include:

  • Full transparency
  • Non-biased, cost-efficient investments utilizing individual stocks, bonds, and index-based ETFs
  • In-house investment management to minimize costs
  • Investment strategy keeping tax efficiency in mind
  • Estate and trust administration expertise

Disclosures

Heritage Way Advisors, LLC, is a registered investment advisor with the United States Securities & Exchange Commission (SEC). Past performance may not be indicative of future results.

Please feel free to download the materials below for further disclosure information.

Request a copy of the Heritage Way Advisors Code of Ethics by sending an email to: This email address is being protected from spambots. You need JavaScript enabled to view it.

Disclaimer: This web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web site is not a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or when an exemption or exclusion from such registration exists.