At Heritage Seubert, we have the training and experience you’d want from the team of professionals handling your assets. Our advisors have numerous industry-specific designations, and everyone on our team takes part in on-going education to stay abreast of the constantly changing markets, regulations, and economy. We also attend industry conferences and lobby on behalf of our clients to ensure that your interests remain top of mind.
We hold ourselves to the highest standards and follow strict compliance procedures that are designed to protect you. In addition, we complement our expertise with trusted advisors, including the vast resources of the Wells Fargo Advisors’ Advisory Service Group and Wells Fargo Investment Institute. These investment professionals provide timely, ongoing research on the capital markets, asset managers, and industry developments, as well as due diligence analysis specifically tailored for your account.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.