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