Customized Investing Solutions for Financial Professionals
Serving Financial Advisors Since 1989
HCR becomes an extension of an advisor's investing team, putting more time in your day for client-facing activities.
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 >
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.