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Please read these rules regarding outbound cash requests
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Client Notice
| March 3rd, 2015 |
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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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The security of our clients' assets is of the utmost importance to us. Of particular concern is the execution of instructions to transfer cash from a client's custodial account at Fidelity to an outside entity.
Please understand the following rules:
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Yours sincerely,
David Edwards
Heron Financial Group, LLC
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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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