HERITAGE INVESTMENTS

Heritage Investments had been in business for many years under a different name that was
somewhat antiquated. A name change and rebrand was necessary, but it needed to be done
right to provide continuity while moving the firm forward. The word “heritage” was chosen as it
conveyed important ideas of family, inheritance, value, tradition, trust and careful attention to
detail – all qualities people are looking for when they invest their hard-earned money for
retirement. The muted tones of green imply money, growth and stability, and they are arranged in a design resembling an official crest or seal to show the importance of family and reliability.