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Invest For Tomorrow. Live For Today.
You've worked hard to build your net worth. Now it's time to start letting it work hard for you.
And no one puts money to work for their clients better than the team at Heritage Capital.
 Dear Investor,
My name is Paul Schatz and I am the President and Chief Investment Officer of Heritage Capital, LLC, an
award-winning personal investment management firm dedicated to growing portfolios and protecting the
assets of individuals, trusts, and corporations.
As a 21-year industry veteran, I've managed over $100 million in collective assets for a broad range
of clients.
And whether they're a large organization, or couples planning to retire or send their children to
college, they all share one thing in common - they demand results.
Which is why they rely on me and my team here at Heritage Capital.
Our number one priority is to make money for our clients. And we achieve this through an exclusive
Active Management Approach that helps you earn superior investment returns while minimizing exposure
during market declines.
Customizing Your Investment Strategies
So what do I mean by an "Active Management Approach?"
We, at Heritage Capital, we're devoted to developing long lasting partnerships and relationships
with our clients. We work side-by-side with you and customize our recommendations based on your
unique financial goals and time horizon.
And where other firms simply hand your money over to mediocre mutual funds to sit and collect
the fees, I have personally developed and trade all eight of the firm's currently offered investment
strategies-including the internationally known Relative Strength Sector, Short-Term Gold and
Global Asset Allocation Programs.
Instead of buying and holding, which exposes assets to undue vulnerability and volatility,
our Active Management Approach repositions your assets as the financial markets change.
And by monitoring your investments 24/7, we're able to reduce volatility and vulnerability,
making your long-term goals much more manageable.
Accessibility, Communication, and Performance
Now I know our clients can take their money anywhere they choose. And yet they've chosen us,
which is something we refuse to take for granted.
In large part, this is due to the unrivaled accessibility and communication my team and I
provide on a daily basis. It's just how we do business around here.
But more important than that, we deliver results. And when it comes to your tomorrow-the
time to enjoy, achieve, and live life as you deserve-that's the only thing that matters.
To start a conversation with us about investing for your tomorrow,
call (203) 389-3553.
I look forward to working with you!
To your financial success,
Paul Schatz
President and Chief Investment Officer
Heritage Capital, LLC
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Heritage Capital, LLC (HC) is a SEC registered investment adviser located in Woodbridge CT.
HC and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisors by those states in which HC maintains clients.
HC may only transact business in those states in which it is registered, or qualifies for an exemption or
exclusion from registration requirements. HC's web site is limited to the dissemination of general information pertaining
to its investment advisory services. Accordingly, the publication of the HC's web site on the Internet should not be
construed by any consumer and/or prospective client as HC's solicitation to effect, or attempt to effect transactions in securities,
or the rendering of personalized investment advice for compensation, over the Internet.
Any subsequent, direct communication by HC with a prospective client, shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of HC, please contact the SEC and/or the state securities law administrators for those states in which HC maintains a notice filing.
A copy of HC's current written
disclosure statement discussing HC's business
operations, services, and fees is available from HC upon
written request. HC does not make any representations or
warranties as to the accuracy, timeliness, suitability,
completeness, or relevance of any information prepared
by any unaffiliated third party, whether linked to HC's
web site or incorporated herein, and takes no
responsibility therefore. All such information is
provided solely for convenience purposes only and all
users thereof should be guided accordingly.
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© 2010 Heritage Capital, LLC.