Serving Financial Advisors Since 1989
HCR specializes in portfolio design, capital markets, and outsourced CIO consulting services
HCR becomes an extension of an advisor's investing team, putting more time in your day for client-facing activities.
HCR believes traditional asset allocation techniques failed to live up to expectations during times of crisis. We employ a modernized approach to portfolio design that includes diversification by investing methodology, strategy, and manager.
Advisors are increasingly turning to outsourcing to create more time for client-facing activities and to bring additional experience/expertise to their firms.Learn More >
We believe traditional asset allocation failed investors/advisors when they needed it most. HCR believes in a Modern Portfolio Design™ approach.Learn More >
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.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 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.