What are your investment goals? Through American Heritage Investments our professionals offer a wide range of products and services designed to help you meet your investing goals.

We’d welcome the opportunity to meet with you to learn about your financial goals and objectives, your approach toward risk, and then recommend a customized investment program tailored just for you.

Here’s an overview of basic investment products we offer:

Stocks and Bonds

Stocks represent ownership of companies, and bonds represent loans made to companies. When you own stock, you share in the company’s profit, growth, and future, which may mean losses or gains.

Unlike stockholders who own equity in a company, bondholders are creditors. Bond prices rise or fall in relation to interest rates. The issuer is obligated to repay the principal and interest within a stated period of time. Corporations, states, municipalities and the federal government may issue bonds.

We're here to help you navigate through stocks and bonds.

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Mutual Funds

Mutual funds are a diversified, professionally managed portfolio of securities, typically including stock and/or bond holdings in dozens or more different companies. Your investment is pooled with those of thousands of other investors. The result is broader diversification than you could achieve on your own. This is important because your money is spread out over many investments, and is not dependent on any single investment. Mutual funds can be a smart way to manage your money and diversify your risk.

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Annuities

Annuities can be an important addition to your retirement savings program because the earnings are tax-deferred. Annuities combine the features of a mutual fund with an insurance contract and offer the benefits of tax-deferred growth. Annuities also offer regular income upon retirement. We offer a variety of annuities with multiple features and benefits. We can help you decide if an annuity is right for your portfolio. A 10% IRS penalty may apply to withdrawals prior to age 59 1/2.

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Retirement Plans and IRA's

More people than ever before are now eligible to take advantage of the incredible tax benefits available through IRAs. There are a number of different types of IRAs, including employer provided plans and individual plans.

Our retirement specialists can work with you to choose the best retirement plan to meet your needs and time-frame.

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Unit Investment Trusts

Consider Unit Investment Trusts (UITs) for diversification. UITs are a professionally selected, fixed portfolio of stocks, bonds, or a combination of both with a fixed maturity. UITs combine the advantages of individual securities with the advantages of mutual funds. UITs enable an investor to get the best of both worlds in one convenient package.

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Mutual funds, annuities and other investments:
  • Are not deposits
  • Are not insured by the FDIC or any other regulatory agency
  • Are not obligations of or guaranteed by this financial institution
  • Are subject to investment risk, including loss of principal
  • Are subject to fluctuating rates of return

Contact Us for more information, or to schedule a consultation.