Heritage Financial Announces Significant Investment In Research Capabilities

Heritage Financial is pleased to announce a new working relationship with DiMeo Schneider & Associates, LLC, an institutional investment consultant with 25 years of investing experience.

“This is a meaningful investment in our research capabilities that illustrates our ongoing commitment to providing clients with extensive and unbiased resources in the pursuit of their financial goals”, said Chuck Bean III, Founder and Chief Executive Officer of Heritage.

Since opening their doors in in the mid-1990s, Heritage has built a strong in-house investment team led by Chief Investment Officer, Bob Weisse. This team is responsible for all aspects of constructing portfolios in line with clients’ long-term financial plans.

The firm’s new relationship with DiMeo Schneider provides this in-house investment team with access to an impressive amount of additional independent investment research to use in the management of client portfolios. Heritage will benefit from the expertise of DiMeo’s more than 60 investment professionals who consult on every aspect of portfolio management, from capital market outlooks to portfolio construction, asset allocation, manager research and private investments.

“We believe DiMeo Schneider is an ideal partner for us because of their experience, independence, and depth of research”, commented Sammy Azzouz, President of Heritage Financial.

Over the course of 25 years, DiMeo Schneider & Associates has earned prestigious accolades from Barron’s (Ranked #1 in Top 50 Institutional Consulting Teams), Pensions & Investments (Top 40 Worldwide Consultants) and Financial Advisor (Top 20 RIA/Financial Advisor).

“All of us at Heritage are committed to providing our clients the meticulous wealth management they have come to expect from us. Making investments in our business over time is part of that commitment”, said Bob Weisse, Chief Investment Officer.

ABOUT HERITAGE FINANCIAL:

Heritage Financial Services is an independent financial advisory firm with more than $1.5 billion in assets under management. We work closely with affluent families by coordinating and managing all aspects of their wealth, retirement, and financial security. Our mission is simple: to make a positive and lasting impact on the people in our lives and those we serve.

We provide highly personalized solutions to investors that are serious about building wealth and creating a long-term financial plan guided by expert financial advice and experienced investment management. Driven by our core values of teamwork, integrity, and excellence, we build lifetime relationships with our clients and their other trusted advisors to help simplify, organize, and instill confidence in their often-complex financial lives.

Heritage has received national recognition from the likes of Barron’s, Forbes, Financial Times, FA Magazine and Schwab.

Kristin Castner, CFA

Kristin Castner, CFA

At Heritage Kristin is responsible for overall marketing strategy, with a focus on communicating the firm's message to clients and prospects and creating outreach programs to engage clients, partners and prospective clients.

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