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CNBC's No. 1 financial advisor has a golden rule: ‘We do not time the market'

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Heritage Investment Group came in at No. 1 on CNBC’s list of the top 100 financial advisors in the U.S. for 2024.

The secret to the firm's success is taking a very long-term view, says its president Frederick MacLean:"We do not engage in market timing, stock picking or tactical asset allocation on any level, and we do not react to market movements or economic news."Heritage Investment Group, doesn't mind if you call his strategy boring. In fact, there's not much that could unsettle him or his approach.

"We could be accused of being boring, but our quiet discipline through the years has certainly been an integral part of our success," MacLean said. "From the outset, we recognized the need for objective, fiduciary advice that is critical for long-term investor success," MacLean said.

 

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