Because you were built for this

Did you know that women tend to outperform men when it comes to generating a return on their investments?

It shouldn’t come as a surprise. Women are naturally:

  • More risk-aware (where might things go wrong?),
  • Long-term focused (what will this mean for me in five years?),
  • Good at juggling lots of details (kids, pets, bills, career – and that’s just in one day), and
  • Lifelong learners

If you google “qualities of a good investor”, you’ll see many of those traits show up in the results.

“Women, with their capability for patience and good decision-making, epitomize the…investment practices of the most successful investor in history: Warren Buffett.”

Ladies, that’s not all you have going for you…

You also save more than men, and you’ve made it a point to learn more about finances and investing.

Which is good news because the stage is set for women to control 75% of worldwide discretionary spending and 2/3 of the wealth in the U.S. by 2030.

It’s this simple:

As a woman, you don’t just have what it takes to make the most of your finances…

It’s in your DNA!

And we want to support you in using your natural abilities to build a strong and financially secure future.

At Heritage, 41% of our employees are women. And we represent all facets of the firm, from investing and wealth management, to marketing, compliance, and operations. Women make up 27% of our employee shareholders and 20% of our executive management team.

We know business and finance. And we want to share what we know, from a woman’s perspective, to help you build your financial future.

What Can You Expect from HER Heritage?

  • Curated resources that help you continue learning
  • Frank discussions about how finances impact other key areas of life, and vice versa
  • Virtual and (hopefully soon) in-person events to make building your financial future fun, and
  • Strategies to help you identify what needs to be delegated and when, so that you can actually enjoy the riches you build

What Women Want to Know

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Selection criteria used to award each of these recognitions is available by clicking on the award logo.