Heritage Capital Research

Portfolio Management Consulting for Financial Professionals

At HCR, our primary focus is providing outsourced investment management solutions 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.

Modern Portfolio Design™

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.

Introducing The "Elevation" Strategy

A New Tax-Efficient, Risk Management Strategy

The Elevation Strategy is a long-term, risk-managed portfolio solution designed for growth-oriented investors seeking a tax-efficient, risk-managed approach to the stock market.

Serving Financial Advisors Since 1989

Customized investing solutions for financial advisory firms

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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Modern Portfolio Design™

HCR utilizes a multiple methodology, multi-strategy approach

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.

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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

Checking The Playbook

There can be no denying that the recent plunge in the stock market was scary. The good news is that these types of "waterfall declines" tend to follow a familiar pattern - something I like to call the "crash playbook."

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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 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.