Selecting a Financial Advisor

Choosing a financial advisor is a highly personal decision. Just as no two people are alike, no two financial services firms will be alike, either. While registration, education and track record are quantifiable facts that can - and should! - be checked, we believe there are other factors that make up a good relationship. These points highlight ten "intangible" features that are important to Heritage West Capital Corporation, and may help you make a decision in choosing to work with us.

  1. Moral Compass: Our integrity and ethical business practices always come first. We encourage due diligence, transparency and shared direction.
  2. Aptitude: We're well educated and fully registered. We've been in the financial services business since 1984: we have the experience to handle market vagaries in stride.
  3. Perspective: We understand not only financial services but also people and business.
  4. Vision: Where are you now? Where do you want to be? How do your personal goals fit into the big picture? We believe that good investing is knowledge applied to logical thinking and research.
  5. Investing Sense: We don't charge in blindly. We develop a plan, complete with rules and strategies, all tempered by common sense and good judgment.
  6. Education: We attend regular training to stay current with best practices and industry trends. And we're glad to teach you. After all, educated clients make better decisions.
  7. Network: We've been building a strong network of support services for more than 20 years. We work with the professionals we recommend, and they work with us. In our opinion, we think they're the best at what they do!
  8. Analytical Strength: We perform research and analyze your current portfolio thoroughly, using state of the art tools and techniques.
  9. Client Service: We take the time to know our clients. The best opportunity in the world is worthless if it's not in alignment with you. We believe excellent client service is our hallmark.
  10. Cost-to-Value: We realize that financial service fees or commissions must be self-liquidating.