Heritage Capital Research

Modern Portfolio Diversification

Modern Times Demand Modern Solutions!

Traditional asset allocation failed investors when they needed it most. We believe in employing MPD - a modernized approach to portfolio design. Upgrade your portfolio today!

Can Your Portfolio Weather a Storm?

Tumultuous markets can threaten financial futures. Our Risk Manager programs strive to protect capital during bear markets, and thrive during bull markets.

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...

Experience Counts

Twenty-Nine 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.

Modern Portfolio Diversification

Custom Portfolio Design - One Client at a Time

Traditional asset allocation failed investors when they needed it most. HCR employs MPD (Modern Portfolio Diversification) for each client portfolio we design.

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Risk Management

Managing Risk Is Mission Critical

HCR's Risk Manager strategies are designed to reduce exposure to market risk in bear markets and make hay while the sun shines in bull markets.

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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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State of the Market

The Primary Driver May Be As Simple As...

While there are a great many factors at work in the market these days, ranging from oil's decline to talk of impeachment, to a pullback in the tech darlings, the stock market is none the worse for wear. And the reason just might be...

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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.