The Heritage Group's mission is to set the best industry standard in investment consulting services for sophisticated investors. We are able to provide a complete range of investment consulting services to clients including foundations, endowments, corporate retirement plans, state and local governments, businesses and affluent individuals. We pride ourselves on delivering exceptional client service. Our business is structured to help ensure we consistently exceed our clients’ expectations. We accomplish this by having higher standards, global capability and local delivery. We work to deliver proven and reliable full-service by providing thoughtful and comprehensive consulting advice.