Heritage Capital Research (HCR) is an independent, privately owned, investment research firm located in the Denver area. HCR services the needs of both financial advisors and individual investors.

For Financial Advisors

  • Outsourced Chief Investment Officer (OCIO) Services
  • Customized, White-Labeled Portfolio Solutions
  • Robust Platform of Portfolio Solutions
  • Compliance
  • Back Office Technology
  • Insurance Services

For Investors

  • Customized Portfolio Design
  • Multi-Methodology, Multi-Strategy, Multi-Manager Portfolio Solutions
  • Risk Managed Portfolio Solutions

We invite you to review our services, our approach to the markets, and our portfolio management programs.  And since we pride ourselves on personal service, if we can ever be of assistance, please do not hesitate to contact us directly.

Heritage Leadership

David D. Moenning | Chief Investment Officer

David Moenning began his investment career in 1980 and has been an independent money manager since 1987. Dave became a partner in a private money management firm in 1986 and in 1989 founded his own firm, Heritage Capital Management, which emphasized a risk managed approach to the markets. Most recently, Dave was Chief Investment Officer for an RIA firm responsible for $1.2 billion.

Dave graduated Northern Illinois University, where he was a scholarship track athlete, in 1980 with degrees in Computer Science and Economics.

Dave is Past President and Chairman of the National Association of Active Investment Managers (NAAIM), an organization dedicated to active management strategies. Dave served as President during the 2013 fiscal year and Vice President/Agenda chair during the 2012 fiscal year.

Dave is also a sought-after author on the markets. His "State of the Markets" blog, which began in the late 1990’s, has blossomed into an award-winning daily market report focusing on the key drivers to both short- and long-term market movements. Dave’s writing has been featured on USA Today, State of the Markets, Seeking Alpha, Benzinga, MarketWatch, TraderPlanet, iStockAnalyst, Zacks, StreetInsider, TheStreet, InsideFutures, MarketFN, and many other media outlets.

Dave resides with his wife Catherine of 37 years and their 3 dogs in Evergreen, Colorado. Dave and Cathy have 3 adult children: Amy, Don, and Samantha. Dave enjoys hiking, biking, and is an avid (some might say, obsessed) skier. 

Greg Syler | Compliance Officer

Greg Syler is a Compliance Consultant with over 25 years of experience in the Financial Services industry. He was worked for large broker dealers and Registered Investment Advisors. He has held positions including Operations Manager, Compliance Manager and Chief Compliance Officer. He has held industry licenses including the 7,9,10,63 and 66. He earned his Bachelor of Science degrees in both Finance and Banking from San Francisco State University.

Greg resides in the city of his dreams San Francisco, California with his lovely wife Monica and two children. He is active in the outdoors and enjoys, camping, biking and skiing. Greg is also a strong member of his community and volunteers as a youth basketball and baseball coach. Additionally he is a founding member of a playground group that rebuilds and revitalizes playgrounds in San Francisco.

Have Questions? Want more Info? Contact Heritage or give us a call at (303) 670-9761

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