Expanded expertise and service for your firm. More time for client-facing activities for you.

Advisors today are faced with a combination of fee compression and increased demand for services /expertise. Thus, a growing trend among advisory firms is to incorporate outsourced solutions to: (1) expand their firm's services, (2) control costs, and (3) create more time for client-facing activities.

Customized Service Model

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 investing/portfolio solutions customized to fit their firm's needs.

Primary Area of service:

Three Ways to Work with HCR:

  • Consulting Services - HCR works directly with your firm to design and manage custom portfolio strategies
  • Signal Provider - HCR provides real-time updates to portfolios developed for your firm
  • Sub-Advisor  - HCR manages portfolio solutions as a sub-advisor to your firm

Additional Services:

Through our affiliates, HCR provides advisors with services in the areas of:

In sum, HCR offers advisors the opportunity to add services, expertise, and experience to their firm via a consultative outsourcing approach.

Download 1-Page HCR Services Summary

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

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