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Client NoticeAugust 23rd, 2014

About HERON FINANCIAL GROUP, LLC

 

Heron Financial Group is a Registered Investment Advisor serving individuals and families across the United States, Europe, Asia and Latin America.

 

Our clients are corporate executives, managing partners of law firms and consultancies, Wall Street professionals, owners of businesses, and heads of families.

 

Our purpose is to clarify and simplify the means by which our clients will achieve their financial goals.

 

Client relationships range from $500,000 to $10 million in assets.

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All this weekend, Oakcliff Sailing is busy hosting Olympic hopefuls as they race in the 49er, 49er FX, and Nacra 17 Nationals. Heron Financial Group is pleased to be sponsoring T2P.tv's video coverage of the event as well as raffling off a case of Veuve Cliquot Champagne! Enter the raffle for a chance to win here. 


 


 

                                                           Yours sincerely,

                                                      

                                                          David Edwards

                                                          Heron Financial Group, LLC

 

The HERON FINANCIAL GROUP Financial Markets Commentary is published following month end and whenever market conditions require comment. The views expressed in this letter represent HFG opinion and strategy as of the date published and can change at any time upon receipt of new information. Data quoted in this letter are from sources deemed reliable, but no guarantee of such data is implied.

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