Portfolio Management Consulting for Financial Professionals
HCR's primary focus is providing outsourced investment management solutions and portfolio signals to financial advisors.
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.
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 has failed advisors since the turn of the century and that a modernized approach to portfolio design is necessary in today's markets.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 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.