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HCR Wins 2018 NAAIM Shark Tank Competition

Serving Financial Advisors Since 1989

Customized portfolio solutions for advisors

Advisors are increasingly turning to outsourcing to create more time for client-facing activities and to bring additional experience/expertise to their firms.

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Outsourced CIO Services

Outsourced Chief Investment Officer service

A recent study shows 72% of advisors seek help with portfolio construction, ongoing management, trading and/or performance analysis.

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Risk Managed Solutions

Are you ready for the next financial storm?

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.

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State of the Market

With the macro backdrop remaining fairly fluid these days, it appears that market players are in search of the appropriate levels - for stocks, bonds, fed funds futures, gold, and just about anything else that might be impacted by a burgeoning crisis.

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Heritage Capital Research

19263 W 85th Bluff
Arvada, CO 80007

Phone: (303) 670-9761
Email: Info@HeritageCapitalResearch.com

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