Heritage Capital Research

Earn, Invest, Protect, Enjoy

It's your money. Our job is to help your portfolio grow in good times and preserve capital during bad times. Heritage offers a variety of unique investment strategies, tailored to the needs of each investor...

Can Your Portfolio Weather a Storm?

Tumultuous markets can threaten financial futures. Our adaptive SmartMix® and Active Risk Manager programs were built to intuitively protect capital during bear markets, and to thrive during bull markets.

Experience Counts

Twenty-Seven Years of Money Management Experience

Heritage’s Chief Investment Strategist has been live, on the firing line, managing client accounts in good times and bad since 1987.

Active Management

Because Buy & Hold is Not Enough

We believe flexible management strategies that can automatically adapt to changing markets should be a part of every investor's portfolio...

Stock Strategies

The Focused Equity Portfolios

Our equity portfolios are actively managed, growth oriented programs designed to focus on the top rated stocks. Definitely not your run-of-the-mill approach to stock investing.

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Adaptive Solutions

The Adaptive, Intuitive SmartMix® Series

SmartMix® keeps client assets allocated to Heritage's top rated programs and/or asset classes at all times. Never worry about which program to own again!

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Risk Management

The NextGen and Long-Term Risk Manager Series

HCR's Risk Manager strategies are designed to seek strong returns in most markets and keep investors on the right side of the market’s important moves.

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State of the Market

History Suggests Bulls May Be Ready to Run Again

While two 5-day declines within a 10 day period would seem to suggest that the bears are in charge, history tells us...

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Sign Up for Dave's "State of the Markets"

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 M. 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.