Heritage Capital Advisors is an independent, privately owned, investment advisory firm that manages client accounts on a discretionary basis.
HCR is registered as an investment advisor with multiple states and has offices located in the Chicago and Denver areas.
Our management philosophy is based on three overriding principles:
- While there are never any guarantees in investing, our primary objective is to manage risk for client accounts on a daily basis. We believe risk management plays a critical role in long-term investment performance. The goal is to keep portfolios in-tune with the risk/reward environment of the overall market environment at all times. We strongly believe that strategies designed to reduce exposure to market risk during severe declines should be part of every investor’s portfolio.
- HCR's managers believe in focusing on market leadership in terms of stock selection and asset class allocation.
- Finally, we believe that a flexible management style that can adapt to changing environments is vital in today's fast-paced market environment.
The HCR Team
David D. Moenning
Mr. Moenning is President and Chief Investment Strategist for HCR. Dave owned his own investment management firm and has been managing client accounts on a discretionary basis since 1987. Thus, Dave has been live, on the market's firing line for more than 25 years.
Donald B. Moenning
Don Moenning is head of equity research for HCR. Don has been responsible for stock research since 2007 . Don has degrees in Economics and Business Leadership from the University of Puget Sound.
Mr. Lovett is HCR's Chief Compliance Officer. Matt has more than 13 years of compliance experience having previously served in positions including CCO for both broker-dealers and RIAs.
Mr. Grubb is HCR's Vice President of Marketing. Joe was previously was employed by Zacks Investment Research and Market Greenhouse.
Ms. Turk is HCR's Vice President of Operations. Jaime has worked in the investment management business and as an associate of Mr. Moenning's for more than a decade.
Ms. Bialek is HCR's Chief Information Officer. Valerie has worked in the investment management business and as an associate of Mr. Moenning's for more than 20 years.
We invite you to review our approach to the markets and our investment management programs. And since we pride ourselves on personal service, if I can ever be of assistance, please do not hesitate to contact me directly.
David D. Moenning
President and Chief Investment Strategist