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Heritage Capital - Investment Advisor Management
Heritage Capital (HC) is a Woodbridge, Connecticut (CT) based investment management firm focused on protecting and growing investment principal for individuals, foundations, trusts and corporations that have entrusted their savings and future with HC. Heritage Capital's investment management philosophy is focused on capital preservation as well as appreciation through the use of strict risk management strategies designed to protect client assets. HC is one of a very limited number of Registered Investment Advisers that practices an active investment management philosophy for all managed exchange traded fund (ETF), mutual fund, variable annuity and individual equity accounts.
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