Investment Principles
Our decades of investment experience have allowed us to create an established list of principles that guide our investing practices. We believe following these principles will create a better investment experience and outcome for our clients. We also feel it is wise to: Invest in things you understand. Know what you own and why it […]
Transition Planning
Every person will experience at least one major life transition and the likelihood that more than one at a time will be experienced increases with age. Some of the traditional events you may experience in your life include: Inheritance Loss of a parent Death of a spouse Divorce Major career change Retirement Sale of a […]
Wealth Management
Wealth management is more than “just” investment management. Wealth management combines a number of elements that are needed to address the concerns of affluent families and individuals. At Heng Chiva & Associates, we use a consultative process to glean information about our clients’ specific situations, and then we tailor a personalized strategy that uses a […]