1) Can my account at my current custodian (ex: Schwab) be managed by Heritage using the Active Risk Manager series.
2) Can I add a stop loss feature to my individual account ?
Each of our models are actively managed. Risk management is one of the foundations of our investment philosophy, thus we reduce exposure and set stop loss levels within the model when we need to protect against movement to the downside and protect capital.
3) If I have multiple accounts at vairous Custodians, can I consolidate my statements.
Yes, Accounts may be “familied”. Clients may request a form to add this feature to their accounts.
4) Can I cancel my account with Heritage?
Yes, account management can be cancelled at any time. However, it is important to give your management program time to work. In most cases, this means 2-3 years.