 |
        |
 |
Welcome to Union Heritage Capital Management...At Union Heritage Capital Management, we believe in the success of our clients, our employees, and the communities in which we live and work. We have a passion for achieving excellent investment returns for our clients; a warm, supportive, and flexible environment for our employees; and opportunities for learning personal finance management for members of our community. As we tell youth in our community who participate in Union Heritage’s financial management curriculum, patiently following a disciplined approach and allowing a degree of flexibility is essential to building future financial freedom. This principle works in both personal finances and in institutional investment management. Union Heritage Capital Management has been practicing a disciplined methodology for almost two decades. Our clients can report that they have selected an investment partner that exceeds their expectations. We promise our clients: Consistency: a disciplined and focused approach to investing; and continually providing exceptional client service. Communication: providing timely and informative reports, as well as, direct and personalized communication. Commitment: a team of professionals that are dedicated to achieving our client’s objectives. On behalf of Union Heritage Capital Management, I would like to thank you for visiting our website. We look forward to helping you create the future! Very truly yours, Derek T. Batts |
© 2008 Union Heritage Capital Management |