Heritage Investors Management

7101 Wisconsin Ave #950
Bethesda, MD 20814 301-951-0440

Ratings

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Consumer Ratings for Heritage Investors Management — 7 Ratings

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Percent of customers who rated service "superior" for:
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Consumer Comments for Heritage Investors Management

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Consumer from Bethesda, MD
Jan 18, 2020
Recommended
Fundamental, reasonably conservative investment advisors
Consumer from Silver Spring, MD
Sep 20, 2018
Recommended
Consumer from Bethesda, MD
Sep 20, 2018
Recommended
Conservative enough to maintain a consistent better than market stability, superior than market managing of bond portfolio and nearly as good as S&P index fund. Very fair on pricing since it sums all portfolios of those in extended family to determine the marginal rate applicable to all those portfolios.

...and 4 more consumer comments for Heritage Investors Management