CNBC’s No. 1 financial advisor has a golden rule: ‘We do not time the market’

Oct. 3, 2024 - CNBC

Frederick MacLean, president of Heritage Investment Group Courtesy: Heritage Investment GroupFrederick MacLean, president of Heritage Investment Group, doesn't mind if you call his strategy boring. 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: "We do not time the market for any reason." "From the outset, we recognized the need for objective, fiduciary advice that is critical for long-term investor success," MacLean said.

The partners at Heritage Investment Group: Standing from left to right: David Teas, Tracy McCarver, S. Hardy Taylor Sitting from left to right: R.

Ian McCarver, Frederick R. MacLean, Jr.

, Timothy Slattery Courtesy: Heritage Investment Group..