Portfolio Management Consulting for Financial Professionals
HCR's primary focus is providing outsourced investment management solutions and portfolio signals to financial advisors.
Each year NAAIM hosts a competition to search out the best actively managed investment strategies. In April 2018, HCR's founder Dave Moenning took home first place for his flagship risk management strategy.
Advisors are increasingly turning to outsourcing to create more time for client-facing activities and to bring additional experience/expertise to their firms.Learn More >
We believe traditional asset allocation has failed investors and advisors alike since the turn of the century. HCR believes in a modernized approach to portfolio strategy.Learn More >
HCR's investing strategies strive to reduce exposure to market risk in times of extreme stress and to participate in market gains when the bulls are running.Learn More >
Stocks appear to be freaking out again about the state of trade negotiations with China, leading many to believe that another big, bad decline is right around the corner. However, from a big-picture standpoint, conditions for a major decline do not appear to be present...Learn More >
At HCR, our goal is to keep our clients in tune with the overall market environment. However, the markets are constantly changing. One minute Europe is the focus, the next it is Washington D.C., and then it's Japan, or China, or... Thus, Dave Moenning pens his award winning "State of the Markets" report, focusing on the driving forces behind the stock market's movements. To receive the report via email each day, simply sign up in the box to the right.