Customized Portfolio Solutions for Financial Professionals
HCR provides portfolio management consulting, customized investment strategies, and portfolio signals to 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.Learn More >
HCR believes traditional asset allocation has failed advisors since the turn of the century and that a modernized approach to portfolio design is required in today's markets.Learn More >
A recent study shows 72% of advisors seek help with portfolio construction, ongoing management, trading and/or performance analysis.Learn More >
To date, investors have focused on the positive. The assumption has been that the economy will improve and the Fed will remain friendly. What's not to like, right? But with Apple suggesting that the Coronavirus will impact their revenues, it may be time for a reality check...Learn More >
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.