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The Difference Partnering With a Local Investment Advisor Representative Makes

| February 04, 2022

In today’s economy, going local holds a certain appeal: it keeps money in your community, putting dollars in the pockets of your friends and neighbors. But what about when choosing an investment advisor representative?

When you partner with Heritage Investments, you’re investing with a company that cares about the community, with a team that donates their time regularly to help local causes. Take a look at some of the important ways our team volunteers their time:

  • Charles Hinde currently serves on the board for the Family Guidance Center and has previously served on the United Way Steering Committee.
  • Scott Hinde has worked with the Brookdale Church Finance Committee, in addition to serving with the United Way and the Friends of the Free Health Clinic.
  • Dave Richmond has volunteered with Cathedral Church, St. Joseph School District Foundation, Habitat for Humanity and United Cerebral Palsy (UCP).
  • Dave Hinde serves with Young Life and Vision Forward.

As you can see, the members of our team at Heritage Investments are deeply committed to the community. In addition, Heritage Investments is involved at the organizational level with a variety of local causes, including Sisters of Solace, Second Harvest Community Food Bank and MidCity Excellence.

But Don’t Big Investment Firms Have More Expertise? This is the big question, because nobody wants to work with an investment advisor representative that is not highly-qualified to manage your portfolio.

Our team at Heritage Investments is made up of professionals that left the area to attend college, but then chose to come back and be a part of the community. And with 30 years of experience in investment advising, you will find that our team offers just the right combination of tenured wealth management experience with innovative, young energy. Heritage Investments is local but offers all the benefits of a national firm.

As a part of this community and in the spirit of the upcoming Random Acts of Kindness Day on Thursday, February 17, we would like to encourage you to join us in giving back.  Maybe it’s a simple one-time act to help your neighbor by offering to make dinner, walk the dog or shovel snow for a friend with a health challenge.

Or maybe you want to make your contribution more of an ongoing commitment. There are plenty of organizations in St. Joseph and the surrounding areas that would love more volunteers!

If you’re ready to learn more about Heritage Investments and why it makes sense to partner with a local advisor, contact us for an appointment today.