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Heritage Investment Group

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Heritage Investment Group provides wealth management and investment guidance to high-net-worth individuals, families, charitable foundations and qualified plans. Since 1993 we've built our firm on a strong foundation of family and friendships with guiding principles of ethics and integrity. As independent advisors, we are fiduciaries bound by law to put our clients' interests before our own, but we also do so out of respect for the legacies entrusted to our care and the lifelong effort spent building them.
Industry Role:
InvestorAllocator
Investor Type:
RIAWealthAdvisor
Consultant
FinancialPlanner
Investment Interests:
HedgeFund
Office Locations
# Location Address
1. Pompano Beach, FL, US 2480 NE 23rd St, Pompano Beach, FL 33062, USA
2. Tampa, FL, US 115 S Fielding Ave, Tampa, FL 33606, USA
Executives and Employees
# Contact Info Location
1.
David Teas
Wealth Manager
                                                                David is a Wealth Manager at Heritage Investment Group and joined the firm in 2011. David is a CFA charterholder as well as a CERTIFIED FINANCIAL PLANNER™ practitioner. He graduated from Iowa State...
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    Pompano Beach, FL, US
2.
Frederick MacLean Jr.
President & Founding Partner
                                                                Fred is the President and a Founding Partner of Heritage Investment Group. Fred holds the Chartered Financial Analyst (CFA) designation and is a member of its sponsoring organization, the CFA Insti...
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    Pompano Beach, FL, US
3.
Hardy Taylor
Chief Compliance Officer
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    Pompano Beach, FL, US
4.
Timothy Slattery
Chief Investment Officer
                                                                Tim is the Chief Investment Officer and a Partner of Heritage Investment Group. He holds a bachelor’s degree in finance with high honors from the University of Florida, an MBA from the University o...
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    Tampa, FL, US
ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY. CONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THIS IS NOT A SOLICITATION FOR INVESTMENT. THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES. ANY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM. PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT.