Heritage Capital Research

Outsourced Portfolio Solutions for Financial Professionals

HCR provides portfolio management consulting, customized investment strategies, and portfolio signals to financial advisors.

2018 NAAIM Shark Tank Winner!

Dave Moenning Awarded Top Honors in Portfolio Strategy Competition

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.

Multi-Methodology Portfolios™

Today's Markets Demand Modern Portfolio Strategies

HCR employs a modernized approach to portfolio design that goes beyond the traditional diversification techniques.

Are You Ready For the Next Financial Storm?

HCR believes managing risk is critical to long-term success

Tumultuous markets can threaten financial futures. HCR's risk-managed strategies strive to protect capital during bear markets and thrive during bull markets.

Serving Financial Advisors Since 1989

Customized investing solutions for financial advisors

Advisors are increasingly turning to outsourcing to create more time for client-facing activities and to bring additional experience/expertise to their firms.

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Multi-Methodology Portfolios™

HCR utilizes a multiple methodology, multi-strategy approach

We believe traditional asset allocation has failed advisors since the turn of the century and that a modernized approach to portfolio design is necessary in today's markets.

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Risk Management is Mission Critical

Risk management should be part of every investor's portfolio

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.

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State of the Market

Has Anything Really Changed?

When things get dicey in the markets such as they've been lately, it is important to step back, take a look at the big picture to see if anything has changed from a macro point of view. From my seat, there are four drivers to the recent volatility but there isn't much of anything that's new...

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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 market drivers are constantly changing. One minute the Fed is the focus, the next it is drama in Washington, and then it's China, or the economy, or earnings 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 insert your contact info into the form.