Investing for Tomorrow with Heritage Capital, LLC
Heritage Capital focuses on protecting and growing investment principal for individuals, foundations, trusts and corporations that have entrusted their savings and future with us.
With more than $100 million in collective assets over the years. Paul Schatz, President and Chief Investment Officer of Heritage Capital, LLC (HC), in Woodbridge, CT, developed and manages all eight of the firm’s currently offered investment programs.
Paul brings an increasingly high tech approach to investing by enhancing all of the firm’s investment models and data monitoring using sophisticated computer programs. Heritage Capital is a Registered Investment Adviser with the Securities and Exchange Commission.