Multi-class Investment Management

What is Multi-Class Investment Management?

Client portfolios using diversified assets such as common stocks, bonds and money markets foster year-to-year consistency of return and minimize the prospects of capital loss.

Why use Multi-Class Investment Management?

With each investor possessing distinct investment preferences, Family Heritage Trust utilizes a multi-class investment management approach that is customized to the clients' specific rate of return expectations and tolerance for risk. This "one size does not fit all" investment service is guided by time-proven decision-making processes to assure your portfolio is definitely managed to your needs and financial security.