Mutual Funds
Diversified funds across equity, balanced and sector strategies.
+11.4%5-yr annualised
Investments
Grow Wealth That Lasts
From your first mutual fund to multi-generational wealth planning, Heritage Bank advisors build portfolios around your goals and risk appetite.
Investment Products
Eight strategies covering income, growth and retirement.
Fixed Income
Predictable income from treasury, corporate and municipal instruments.
+5.2%5-yr annualised
Retirement Plans
401(k), IRA and pension planning with automated contributions.
+8.1%5-yr annualised
Wealth Management
Holistic planning for high-net-worth families, trusts and estates.
+9.7%5-yr annualised
Portfolio Management
Discretionary management with quarterly rebalancing and reporting.
+10.3%5-yr annualised
Stocks & ETFs
Commission-free trading across global exchanges and index ETFs.
+13.6%5-yr annualised
Bonds
Investment-grade and sovereign bonds with laddered maturities.
+4.6%5-yr annualised
Investment Advisory
Research-backed guidance from dedicated Heritage Bank advisors.
+9.1%5-yr annualised
Performance & Projections
Heritage Growth Portfolio
12-month indexed performance
+0.0%
Trailing 12 months
Investment Calculator
$255,692
Projected value
$115,000
Total contributed
$140,692
Investment growth
Market Updates
Indicative closing levels, updated each trading day.
S&P 500
5,842.19
NASDAQ
19,204.55
Dow Jones
42,110.03
US 10Y Treasury
4.18%
Gold
$2,418.60
EUR / USD
1.0912
Risk Assessment
Find the allocation that matches your comfort with volatility.
Conservative
20% equity / 80% fixed income
Target 4 – 6% p.a.
Balanced
50% equity / 50% fixed income
Target 6 – 9% p.a.
Growth
75% equity / 25% fixed income
Target 9 – 12% p.a.
Aggressive
95% equity / 5% fixed income
Target 12%+ p.a.