HCR's President and Chief Investment Strategist, Mr. David Moenning, has been serving the needs of individual investors since 1980 and has been managing client portfolios since 1989.

At HCR, we believe that diversifying portfolios by investing methodology, investment strategy, and time-frame is fundamental to long-term success, especially in today's fast-changing markets. For this reason, HCR's portfolio services  employ a modern portfolio design™ approach via multiple investment management strategies and approaches.

The overarching goal for our investment programs is to participate in bull markets and then strive to preserve capital during severely bearish cycles. In addition, there are three primary tenets to our management philosophy:

I. Adapt to changing market environments
II. Focus on market leaders 
III. Manage risk - every single day! 

HCR Portfolio Offerings

HCR offers a robust array of portfolio strategies. Below is a summary of the HCR offerings, sorted by what we call "Methodology Style Boxes" followed by an explanation of each portfolio series offered.


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Passive Allocation Portfolios:
Longer-term "core" asset allocation portfolios utilizing a capital market assumption approach. HCR offers 3 risk-targted portfolios that employ low-cost, tax-efficient NTF ETFs.

  • Conservative
  • Balanced
  • Growth

Strategic Allocation Portfolios:
Intermediate-term, global asset allocation programs utilizing a strategic, risk managed approach to allocation in terms of class under- and over-weighting. HCR offers 3 risk-targted, stragetic portfolios.

  • Global Core
  • Global Growth & Income
  • Global Growth

Tactical Allocation Portfolios:
Longer-term, tactically risk-managed portfolios that rebalance allocations in order to take advantage of opportunities or to manage the risk of the overall market environment.HCR offers 4 risk-managed, tactical allocation portfolios.

  • Tactical Income
  • Tactical Conservative
  • Tactical Growth
  • Tactical Aggressive

Equity Selection Portfolios:
HCR offers a risk-managed, multi-strategy, multi-manager, equity portfolio. The portfolio focuses on the top rated stocks in each S&P sector as well as industry leadership, and incorporates a hedging strategy during severely negative markets.

  • Equity Leaders Portfolio

Liquid Alternative Portfolios:
Longer-term, strategic alternative class offerings. HCR offers 3 risk-targeted portfolios focused on the liquid alternatives space.

  • Alternative Income
  • Alternative Balanced
  • Alternative Growth

Blended Models:
Portfolios utilizing a modern appraoch to diversification by employing multiple styles, multiple strategies, and multiple time-frames - all in a single portfolio. HCR offers 5 risk-targeted "modern" portfolio designs.

  • Income
  • Conservative
  • Balanced
  • Growth
  • Aggressive

Custom Designed Portfolios:
For investors with over $150,000 to invest, HCR can customize portfolios to specific client needs and risk tolerance.

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