Source of Funding


Summary

This firm appears to focus on private equity investments, but the mandate does not seem very explicit.
  • Investing Firm Name: Heritage Finance & Trust Company
  • Company Type: Family Office
  • Website: heritagetrust.com
  • Website (Other):
  • Private Equity?: FALSE
  • Private Debt?: FALSE
  • Infrastructure?: FALSE
  • Real Estate?: FALSE

Company Contacts



Contact 1
First name:
Last name:
Email: rstrauss@heritagetrust.com
Confidence score: 99;99;98;98;97;97;96;96;95;90
Type of Email: personal
Number of Sources: 3

Location

 

  • Country:
  • City:

Due Diligence

Sources & Other Info

  • Confidence Scores: 99;99;98;98;97;97;96;96;95;90
  • This page last updated: 44561

Amount of Sources: 3;3;1;1;1;4;3;1;5;0

http://argentfinancial.com/argent-insights/investment-outlook-january-2019;http://argentfinancial.com/argent-insights/its-the-economy-stupid;http://heritagetrust.com/heritage-company-news/press-releases;http://saferetirementincome.com/2016/01/12/winners-of-1-4-billion-lotto-what-now-how-to-get-your-money;http://app.qwoted.com/sources/r-brad-knowles;http://heritagetrust.com/heritage-company-news/press-releases;http://argentfinancial.com/argent-insights/investment-outlook-october-2018;http://mineralrightsforum.com/t/inherited-mineral-rights-valuation/1585;http://ameritrusttulsa.com/insights/page/11

http://argentfinancial.com/argent-insights/investment-outlook-october-2018;http://argentfinancial.com/argent-insights/where-do-we-go-from-here;http://argentfinancial.com/press-release/heritage-trust-announces-new-president;http://argentfinancial.com/argent-insights/investment-outlook-january-2019;http://ameritrusttulsa.com/argent-insights/4-succession-planning-tips-how-to-transition-the-family-farm-or-ranch-to-the-next-generation

http://argentfinancial.com/argent-insights/investment-outlook-july-2018;http://argentfinancial.com/argent-insights/investment-outlook-july-2016-the-world-the-u-s-and-the-markets;http://argentfinancial.com/press-release/heritage-institutional-services-selected-list-top-defined-contribution-advisor-teams-nation;http://argentfinancial.com/argent-insights/investment-outlook-july-2018;http://ameritrusttulsa.com/argent-insights/ameritrust-and-heritage-trust-deep-oklahoma-roots-past-present-and-future

http://alliedartswp.com/heritage;http://ameritrusttulsa.com/news-and-insights/4-succession-planning-tips-how-to-transition-the-family-farm-or-ranch-to-the-next-generation

http://ameritrusttulsa.com/news-and-insights/ameritrust-and-heritage-trust-deep-oklahoma-roots-past-present-and-future

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