Earn, Invest, Protect
At HCR, we strive to design portfolios that can grow in good times and "lose less" during bad times. Heritage employs modernized portfolio strategies to meet the needs of each individual...
HCR believes traditional asset allocation has failed advisors since the turn of the century and that a modernized approach to portfolio design is required in today's markets.Learn More >
HCR's risk managed strategies strive to reduce exposure to risk in times of extreme stress and to participate in market gains when the bulls are running.Learn More >
Each year NAAIM hosts a competition to search out the best actively managed investment strategies. In April 2018 HCR's founder Dave Moenning took home first place for his T.A.A.P. strategy.Learn More >
At HCR, our goal is to keep our clients in tune with the overall market environment. However, the market drivers are constantly changing. One minute the Fed is the focus, the next it is drama in Washington, and then it's China, or the economy, or earnings or... Thus, Dave Moenning pens his award winning "State of the Markets" report, focusing on the driving forces behind the stock market's movements. To receive the report via email each day, simply insert your contact info into the form.