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...
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.Learn More >
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!Learn More >
The NextGen Active 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.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 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.