‘We do not time the market’

Frederick MacLean, president of Heritage Investment Group Courtesy: Heritage Investment Group
Frederick MacLean, president of 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. Heritage Investment Group, which ranked No. 1 on CNBC’s list of the top 100 financial advisors in the U.S. for 2024, is committed to one golden rule, he said: