Heritage Capital Research

Customized Investing Solutions for Financial Professionals

Serving Financial Advisors Since 1989

HCR becomes an extension of an advisor's investing team, putting more time in your day for client-facing activities.

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.

Earn, Invest, Protect

Serving individual investors since 1980

For individual investors, our job is to design portfolios that can grow in good times and "lose less" during bad times. Heritage employs modernized portfolio strategies to meet the needs of each individual...

Financial Advisor Services

Customized investing solutions for financial professionals

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™

State-of-the-art portfolio designs for investors and financial professionals

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

Another Brick In The Wall (Of Worry)

It is said that the stock market climbs a wall of worry. But of course, sometimes new bricks get added to the wall. And right now it appears that trade war fears are being added to investors' list of concerns...

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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.