Expanded expertise and service for your firm. More time for client-facing activities for you.
Faced with finite resources and limited time for ever-increasing tasks/responsibilities, advisors today are turning to outsourced solutions as a way to expand their firm's services and create more time for client-facing activities.
Toward this end, HCR utilizes a customized, consultative approach. Instead of an off-the-shelf, one-size-fits-all product/service offering, HCR works with advisors one-on-one to develop solutions customized to fit their firm's needs.
Primary areas of service:
- Investment management solutions
- Compliance solutions
- State-of-the-art technology
- Turn-key back office services
- Insurance Services
In sum, HCR offers advisors the opportunity to add services, expertise, and experience to their firm via a consultative outsourcing approach.
Have Questions? Want more Info? Contact Heritage or give us a call at (303) 670-9761