30 West Patrick Street Ste. 100 Frederick, Maryland 21701

Multi-Class Investment Management

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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.

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older couple speaking with professional about multi-class investment management

Why use a Multi-class Investment Management?

With each investor possessing distinct investment preferences, The Family Heritage Trust Company 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 ensure your portfolio is definitely managed to meet your needs and financial security.